St. Helena, CA | Orange, CA | Burbank, CA | |
|---|---|---|---|
| Assets under management | $654.8M | $692.8M | $691.1M |
| Asset growth, last 2 years | +10% | +32% | +47% |
| Advisory staff | 3 | 2 | 8 |
| Individual clients | 97 | 529 | 731 |
| Assets per client | $6.8M | $1.3M | $945K |
| Clients per advisor | 32 | 265 | 91 |
| Main custodian | Pershing | American Funds Service Company | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2016 | 2018 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | – | 2 | 11 |
From each firm's latest Form ADV (Jan 2026, Sep 2026, May 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.