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.
San Luis Obispo, CA | San Francisco, CA | Tiburon, CA | |
|---|---|---|---|
| Assets under management | $329.1M | $346.7M | $310.3M |
| Asset growth, last 2 years | +56% | +78% | +15% |
| Advisory staff | 2 | 6 | 0 |
| Individual clients | 171 | 141 | 53 |
| Assets per client | $1.9M | $2.5M | $5.9M |
| Clients per advisor | 86 | 24 | – |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2016 | 2021 | 2012 or earlier |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 2 | 5 | 1 |
From each firm's latest Form ADV (Feb 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.
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: Nwm Advisors, LLC: Schwab · Citrine Capital: Schwab · Guardian Investment Management: Schwab