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 | Folsom, CA | Los Altos, CA | |
|---|---|---|---|
| Assets under management | $633.7M | $671M | $671.4M |
| Asset growth, last 2 years | +30% | +43% | +133% |
| Advisory staff | 4 | 6 | 9 |
| Individual clients | 590 | 827 | 264 |
| Assets per client | $1.1M | $811K | $2.5M |
| Clients per advisor | 148 | 138 | 29 |
| Main custodian | Raymond James | – | Schwab |
| Filing with the SEC since | 2023 | 2012 or earlier | 2021 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 6 | 8 | 7 |
From each firm's latest Form ADV (Jul 2026, Apr 2026, Sep 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: The Salvetti Group: Raymond James · Planned Solutions, Inc.: none listed · Diversifi Capital Inc: Schwab