Calabasas, CA | San Francisco, CA | Beverly Hills, CA | |
|---|---|---|---|
| Assets under management | $3.47B | $3.94B | $3.64B |
| Asset growth, last 2 years | +31% | +147% | +0% |
| Advisory staff | 25 | 8 | 11 |
| Individual clients | 1,215 | 18 | 86 |
| Assets per client | $2.9M | $218.8M | $42.4M |
| Clients per advisor | 49 | 2 | 8 |
| Main custodian | Schwab | Schwab | J.P. Morgan |
| Filing with the SEC since | 2012 or earlier | 2015 | 2012 or earlier |
| Tools in their stack | 3 | 1 | 1 |
| People on Advicer.bio | 30 | 6 | – |
From each firm's latest Form ADV (May 2026, Jul 2026, Mar 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.