Cupertino, CA | Greenbrae, CA | Oakland, CA | |
|---|---|---|---|
| Assets under management | $1.9B | $2.03B | $1.73B |
| Asset growth, last 2 years | +36% | +15% | +41% |
| Advisory staff | 3 | 8 | 22 |
| Individual clients | 207 | 241 | 1,510 |
| Assets per client | $9.2M | $8.4M | $1.1M |
| Clients per advisor | 69 | 30 | 69 |
| Main custodian | Fidelity | Schwab | Fidelity |
| Filing with the SEC since | 2022 | 2012 or earlier | 2017 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 3 | – | 25 |
From each firm's latest Form ADV (Mar 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.