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.
Newport Beach, CA | Pasadena, CA | Manhattan Beach, CA | |
|---|---|---|---|
| Assets under management | $720.7M | $762.6M | $763.2M |
| Asset growth, last 2 years | +23% | – | +19% |
| Advisory staff | 4 | 7 | 6 |
| Individual clients | 328 | 636 | 975 |
| Assets per client | $2.2M | $1.2M | $783K |
| Clients per advisor | 82 | 91 | 163 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2012 or earlier | 2026 | 2019 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 6 | 7 | 6 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Aug 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: Rs Crum Inc.: Schwab · First Financial Consulting: none listed · Jeppson Wealth Management, LLC: Schwab