Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Pasadena, CA | Corte Madera, CA | Coral Gables, FL | |
|---|---|---|---|
| Assets under management | $42.1M | $44.3M | $40M |
| Asset growth, last 2 years | – | – | +78% |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 39 | 31 | 75 |
| Assets per client | $1.1M | $1.4M | $533K |
| Clients per advisor | 13 | 31 | 75 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Oct 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Mission Street Wealth Planning: none listed · Aikapa: none listed · Ascent Wealth Management Group, LLC: Schwab