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.
Stockton, CA | Los Angeles, CA | Los Angeles, CA | |
|---|---|---|---|
| Assets under management | $50.1M | $53.1M | $53M |
| Asset growth, last 2 years | – | +77% | – |
| Advisory staff | 2 | 11 | 3 |
| Individual clients | 103 | 265 | 244 |
| Assets per client | $487K | $200K | $217K |
| Clients per advisor | 52 | 24 | 81 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2016 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 2 | 10 | 3 |
From each firm's latest Form ADV (Oct 2026, Jun 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.
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.