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.
Thousand Oaks, CA | Roseville, CA | San Francisco, CA | |
|---|---|---|---|
| Assets under management | $73.4M | $77.4M | $69.5M |
| Asset growth, last 2 years | +78% | +121% | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 41 | 78 | 157 |
| Assets per client | $1.8M | $993K | $443K |
| Clients per advisor | 41 | 78 | 157 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2026 |
| Tools in their stack | 4 | 1 | – |
| People on Advicer.bio | 2 | 1 | – |
From each firm's latest Form ADV (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.