Oakland, CA | Philadelphia, PA | Chicago, IL | |
|---|---|---|---|
| Assets under management | $2.86B | $3.02B | $3.01B |
| Asset growth, last 2 years | +59% | +101% | +25% |
| Advisory staff | 12 | 7 | 9 |
| Individual clients | 316 | 644 | 617 |
| Assets per client | $9M | $4.7M | $4.9M |
| Clients per advisor | 26 | 92 | 69 |
| Main custodian | Fidelity | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2013 | 2012 or earlier |
| Tools in their stack | 2 | 2 | 1 |
| People on Advicer.bio | 8 | 7 | 6 |
From each firm's latest Form ADV (Mar 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.