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.
Cupertino, CA | Greenbrae, CA | Downers Grove, IL | |
|---|---|---|---|
| Assets under management | $1.9B | $2.03B | $1.99B |
| Asset growth, last 2 years | +36% | +15% | −25% |
| Advisory staff | 3 | 8 | 6 |
| Individual clients | 207 | 241 | 179 |
| Assets per client | $9.2M | $8.4M | $11.1M |
| Clients per advisor | 69 | 30 | 30 |
| Main custodian | Fidelity | Schwab | Fidelity |
| Filing with the SEC since | 2022 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 3 | – | 5 |
From each firm's latest Form ADV (Mar 2026, Sep 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: Sp Asset Management LLC: Fidelity, Schwab · Fairview Capital: Schwab, Northern Trust · Feldman, Ingardona & Co: Fidelity