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.
Los Altos, CA | Healdsburg, CA | Westlake Village, CA | |
|---|---|---|---|
| Assets under management | $63.6M | $67.3M | $60M |
| Asset growth, last 2 years | +40% | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 74 | 98 | 79 |
| Assets per client | $860K | $686K | $760K |
| Clients per advisor | 37 | 98 | 40 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Feb 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.