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.
Alamo, CA | Corte Madera, CA | Beverly Hills, CA | |
|---|---|---|---|
| Assets under management | $940.2M | $1B | $1.01B |
| Asset growth, last 2 years | +25% | +47% | +22% |
| Advisory staff | 1 | 4 | 9 |
| Individual clients | 450 | 57 | 340 |
| Assets per client | $2.1M | $17.5M | $3M |
| Clients per advisor | 450 | 14 | 38 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2020 |
| Tools in their stack | – | – | 4 |
| People on Advicer.bio | 1 | 1 | 10 |
From each firm's latest Form ADV (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: Rudney Associates: Schwab · Cohen Capital Management Inc: Schwab, Wells Fargo · Aire Advisors, LLC: Fidelity