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 Francisco, CA | Irvine, CA | Los Angeles, CA | |
|---|---|---|---|
| Assets under management | $2.65B | $2.85B | $2.5B |
| Asset growth, last 2 years | +22% | +81% | +68% |
| Advisory staff | 14 | 50 | 39 |
| Individual clients | 704 | 3,379 | 3,069 |
| Assets per client | $3.8M | $844K | $814K |
| Clients per advisor | 50 | 68 | 79 |
| Main custodian | Schwab | Schwab | LPL Financial |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2017 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 10 | 61 | 49 |
From each firm's latest Form ADV (Aug 2026, Oct 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: Osborne Partners: Schwab · Cooper Mcmanus: Schwab, Fidelity · Perennial Financial Services: LPL Financial, Fidelity