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.
El Dorado Hills, CA | Newport Beach, CA | Greenbrae, CA | |
|---|---|---|---|
| Assets under management | $2.14B | $2.28B | $2.03B |
| Asset growth, last 2 years | +7% | +55% | +15% |
| Advisory staff | 16 | 10 | 8 |
| Individual clients | 1,389 | 7,691 | 241 |
| Assets per client | $1.5M | $296K | $8.4M |
| Clients per advisor | 87 | 769 | 30 |
| Main custodian | Schwab | Capital Client Group, Inc. | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 19 | 12 | – |
From each firm's latest Form ADV (Aug 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.
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: Van Hulzen Financial Advisors: Schwab, Northern Trust · Jdl Advisers: Capital Client Group, Inc., Schwab · Fairview Capital: Schwab, Northern Trust