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 Mateo, CA | Thousand Oaks, CA | Santa Barbara, CA | |
|---|---|---|---|
| Assets under management | $293.5M | $310M | $278M |
| Asset growth, last 2 years | +24% | +38% | – |
| Advisory staff | 2 | 3 | 4 |
| Individual clients | 259 | 224 | 183 |
| Assets per client | $1.1M | $1.4M | $1.5M |
| Clients per advisor | 130 | 75 | 46 |
| Main custodian | Fidelity | – | LPL Financial |
| Filing with the SEC since | 2017 | 2016 | 2024 |
| Tools in their stack | – | – | 4 |
| People on Advicer.bio | 2 | 2 | 4 |
From each firm's latest Form ADV (Sep 2026, Jul 2026, Aug 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: Private Portfolios, Inc.: Fidelity · Mfa Wealth Services: none listed · Foronjy Financial: LPL Financial, Fidelity