Calabasas, CA | San Francisco, CA | Grand Rapids, MI | |
|---|---|---|---|
| Assets under management | $3.47B | $3.94B | $3.29B |
| Asset growth, last 2 years | +31% | +147% | +61% |
| Advisory staff | 25 | 8 | 17 |
| Individual clients | 1,215 | 18 | 727 |
| Assets per client | $2.9M | $218.8M | $4.5M |
| Clients per advisor | 49 | 2 | 43 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2015 | 2017 |
| Tools in their stack | 3 | 1 | – |
| People on Advicer.bio | 30 | 6 | 18 |
From each firm's latest Form ADV (May 2026, Jul 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.