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.
Los Angeles, CA | San Francisco, CA | San Diego, CA | |
|---|---|---|---|
| Assets under management | $42.5M | $45M | $44.6M |
| Asset growth, last 2 years | +119% | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 49 | 28 | 159 |
| Assets per client | $867K | $1.6M | $281K |
| Clients per advisor | 49 | 28 | 80 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2020 | 2026 | 2026 |
| Tools in their stack | 5 | – | 2 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Feb 2026, Apr 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 Wealth Collective, LLC: Schwab · Tl-B Capital Management: none listed · Qualified Planning: none listed