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.
Santa Clarita, CA | Alamo, CA | Santa Monica, CA | |
|---|---|---|---|
| Assets under management | $893.6M | $940.2M | $837M |
| Asset growth, last 2 years | +33% | +25% | +120% |
| Advisory staff | 10 | 1 | 3 |
| Individual clients | 380 | 450 | 243 |
| Assets per client | $2.4M | $2.1M | $3.4M |
| Clients per advisor | 38 | 450 | 81 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2020 | 2012 or earlier | 2019 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 13 | 1 | 3 |
From each firm's latest Form ADV (May 2026, Mar 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: Vance Wealth: Fidelity · Rudney Associates: Schwab · Redwood Wealth Management, LLC: Schwab