Los Angeles, CA | Palo Alto, CA | San Francisco, CA | |
|---|---|---|---|
| Assets under management | $22.54B | $25.5B | $20.77B |
| Asset growth, last 2 years | +59% | +41% | +43% |
| Advisory staff | 128 | 2 | 15 |
| Individual clients | 9,520 | 0 | 504 |
| Assets per client | $2.4M | – | $41.2M |
| Clients per advisor | 74 | – | 34 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2018 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 143 | 1 | – |
From each firm's latest Form ADV (Sep 2026, Oct 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.