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.
Carmel-By-The-Sea, CA | Thousand Oaks Drive, CA | Bozeman, MT | |
|---|---|---|---|
| Assets under management | $102.5M | $107.7M | $107.6M |
| Asset growth, last 2 years | +1,566% | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 116 | 124 | 152 |
| Assets per client | $883K | $869K | $708K |
| Clients per advisor | 58 | 124 | 76 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2021 | 2026 | 2026 |
| Tools in their stack | 2 | – | 1 |
| People on Advicer.bio | 3 | 1 | 2 |
From each firm's latest Form ADV (Jul 2026, 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: Stillwater Capital Management: Schwab · Mark Smith Financial Services, Inc.: none listed · Northfork Advisors: none listed