Beverly Hills, CA | Foster City, CA | Manhattan Beach, CA | |
|---|---|---|---|
| Assets under management | $3.64B | $3.97B | $3.25B |
| Asset growth, last 2 years | +0% | +59% | +46% |
| Advisory staff | 11 | 21 | 10 |
| Individual clients | 86 | 551 | 206 |
| Assets per client | $42.4M | $7.2M | $15.8M |
| Clients per advisor | 8 | 26 | 21 |
| Main custodian | J.P. Morgan | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2018 | 2014 |
| Tools in their stack | 1 | 3 | 2 |
| People on Advicer.bio | – | 23 | 10 |
From each firm's latest Form ADV (Mar 2026, Jul 2026, Sep 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.