San Francisco, CA | Greenbrae, CA | San Diego, CA | |
|---|---|---|---|
| Assets under management | $1.91B | $2.03B | $2.02B |
| Asset growth, last 2 years | −2% | +15% | +11% |
| Advisory staff | 5 | 8 | 81 |
| Individual clients | 34 | 241 | 14,084 |
| Assets per client | $56.2M | $8.4M | $143K |
| Clients per advisor | 7 | 30 | 174 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2019 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | 2 | 1 |
| People on Advicer.bio | 5 | – | 96 |
From each firm's latest Form ADV (Mar 2026, Sep 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.