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.
Los Angeles, CA | La Mesa, CA | Calabasas, CA | |
|---|---|---|---|
| Assets under management | $390.6M | $411.9M | $370.7M |
| Asset growth, last 2 years | – | +25% | +33% |
| Advisory staff | 3 | 3 | 2 |
| Individual clients | 158 | 473 | 67 |
| Assets per client | $2.5M | $871K | $5.5M |
| Clients per advisor | 53 | 158 | 34 |
| Main custodian | – | LPL Financial | Wells Fargo |
| Filing with the SEC since | 2024 | 2014 | 2022 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 3 | 4 | 2 |
From each firm's latest Form ADV (Feb 2026, Mar 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: Shrier Wealth Management, LLC: none listed · Petix & Botte Financial: LPL Financial · Atala Financial Inc: Wells Fargo