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.
Newport Beach, CA | Pleasanton, CA | Santa Clarita, CA | |
|---|---|---|---|
| Assets under management | $953.7M | $1.01B | $893.6M |
| Asset growth, last 2 years | +9% | +51% | +33% |
| Advisory staff | 6 | 7 | 10 |
| Individual clients | 208 | 647 | 380 |
| Assets per client | $4.6M | $1.6M | $2.4M |
| Clients per advisor | 35 | 92 | 38 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2014 | 2020 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 6 | 9 | 13 |
From each firm's latest Form ADV (Mar 2026, Jul 2026, May 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: Tarbox Family Office, Inc.: Schwab · Mirador Capital Partners: Schwab · Vance Wealth: Fidelity