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.
Long Beach, CA | San Diego, CA | Century City, CA | |
|---|---|---|---|
| Assets under management | $370.2M | $389.6M | $351.1M |
| Asset growth, last 2 years | +23% | +84% | +18% |
| Advisory staff | 3 | 3 | 6 |
| Individual clients | 409 | 84 | 236 |
| Assets per client | $905K | $4.6M | $1.5M |
| Clients per advisor | 136 | 28 | 39 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2022 | 2022 | 2016 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 5 | 6 | 4 |
From each firm's latest Form ADV (Sep 2026, Oct 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: Wealthspring: Fidelity · Pacific Point Advisors, LLC: Schwab · Sitrin Capital Management, LLC: Schwab