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.
Redwood City, CA | Santa Rosa, CA | Rockville, MD | |
|---|---|---|---|
| Assets under management | $466.5M | $494.9M | $490M |
| Asset growth, last 2 years | +23% | +53% | +35% |
| Advisory staff | 2 | 2 | 2 |
| Individual clients | 25 | 127 | 107 |
| Assets per client | $18.7M | $3.9M | $4.6M |
| Clients per advisor | 13 | 64 | 54 |
| Main custodian | SEI | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 2 | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, 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: Wealthvalues, LLC: SEI, Schwab · Jdh Wealth Management, LLC: Schwab, Fidelity · Montgomery Investment Management Inc: Schwab, Bank of America