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.
Fremont, CA | San Luis Obispo, CA | Monrovia, CA | |
|---|---|---|---|
| Assets under management | $55M | $58.1M | $58.3M |
| Asset growth, last 2 years | – | – | +46% |
| Advisory staff | 1 | 1 | 31 |
| Individual clients | 29 | 96 | 114 |
| Assets per client | $1.9M | $605K | $512K |
| Clients per advisor | 29 | 96 | 4 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 1 | 33 |
From each firm's latest Form ADV (Jan 2026, Mar 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.
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: Parah Capital Management, LLC: none listed · Right Brain Money: none listed · Transglobal Advisory, LLC: Schwab, Interactive Brokers