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.
Sacramento, CA | Mission Viejo, CA | Carmel Valley, CA | |
|---|---|---|---|
| Assets under management | $33.7M | $35.7M | $32M |
| Asset growth, last 2 years | −91% | – | – |
| Advisory staff | 3 | 1 | 2 |
| Individual clients | 141 | 133 | 89 |
| Assets per client | $239K | $268K | $360K |
| Clients per advisor | 47 | 133 | 45 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2022 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 3 | 1 | 2 |
From each firm's latest Form ADV (Apr 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: Strategic Advocates, LLC: Schwab · Downie Financial Group: none listed · Plan B Investments, Inc.: none listed