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.
Fort Bragg, CA | Newport Beach, CA | Los Angeles, CA | |
|---|---|---|---|
| Assets under management | $230.3M | $243.6M | $218M |
| Asset growth, last 2 years | +66% | +96% | +21% |
| Advisory staff | 3 | 3 | 2 |
| Individual clients | 753 | 91 | 120 |
| Assets per client | $306K | $2.7M | $1.8M |
| Clients per advisor | 251 | 30 | 60 |
| Main custodian | – | Schwab | Fidelity |
| Filing with the SEC since | 2021 | 2022 | 2016 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 4 | 1 | 2 |
From each firm's latest Form ADV (Jun 2026, Apr 2026, Feb 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: Redwood Investment Group, Inc: none listed · Prattes Wealth Partners: Schwab, Interactive Brokers · Allstreet Capital LLC: Fidelity