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.
Simi Valley, CA | San Diego, CA | Indian Wells, CA | |
|---|---|---|---|
| Assets under management | $563.5M | $597.2M | $532.1M |
| Asset growth, last 2 years | +17% | +101% | +24% |
| Advisory staff | 1 | 4 | 5 |
| Individual clients | 39 | 793 | 197 |
| Assets per client | $14.4M | $753K | $2.7M |
| Clients per advisor | 39 | 198 | 39 |
| Main custodian | – | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2020 |
| Tools in their stack | – | 6 | – |
| People on Advicer.bio | – | 6 | 5 |
From each firm's latest Form ADV (Apr 2026, Feb 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: Tortuga Advisers LLC: none listed · Measured Risk Portfolios: Schwab · Dst Wealth Management LLC: Schwab