Foster City, CA | San Francisco, CA | Beverly Hills, CA | |
|---|---|---|---|
| Assets under management | $3.97B | $4.38B | $3.64B |
| Asset growth, last 2 years | +59% | +73% | +0% |
| Advisory staff | 21 | 5 | 11 |
| Individual clients | 551 | 64 | 86 |
| Assets per client | $7.2M | $68.4M | $42.4M |
| Clients per advisor | 26 | 13 | 8 |
| Main custodian | Schwab | Schwab | J.P. Morgan |
| Filing with the SEC since | 2018 | 2022 | 2012 or earlier |
| Tools in their stack | 3 | 2 | 1 |
| People on Advicer.bio | 23 | 12 | – |
From each firm's latest Form ADV (Jul 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.