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 Francisco, CA | Los Angeles, CA | Menlo Park, CA | |
|---|---|---|---|
| Assets under management | $617.8M | $655.8M | $582.2M |
| Asset growth, last 2 years | −21% | +43% | +45% |
| Advisory staff | 2 | 3 | 3 |
| Individual clients | 22 | 30 | 160 |
| Assets per client | $28.1M | $21.9M | $3.6M |
| Clients per advisor | 11 | 10 | 53 |
| Main custodian | – | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | – | 4 | 3 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Jul 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: Regis Metro Associates, Inc.: none listed · Bmb Advisers LLC: Fidelity, RBC · Avalon Capital Management: Schwab