Palo Alto, CA | San Francisco, CA | Edina, MN | |
|---|---|---|---|
| Assets under management | $1.93B | $2.05B | $2.03B |
| Asset growth, last 2 years | +47% | +117% | +9% |
| Advisory staff | 7 | 15 | 18 |
| Individual clients | 636 | 254,020 | 541 |
| Assets per client | $3M | $8K | $3.7M |
| Clients per advisor | 91 | 16,935 | 30 |
| Main custodian | Schwab | Apex Clearing | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2013 | 2012 or earlier |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 10 | 112 | 17 |
From each firm's latest Form ADV (Jul 2026, Apr 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.