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.
Irvine, CA | Los Angeles, CA | Menlo Park, CA | |
|---|---|---|---|
| Assets under management | $616.7M | $655.8M | $582.2M |
| Asset growth, last 2 years | +77% | +43% | +45% |
| Advisory staff | 13 | 3 | 3 |
| Individual clients | 2,736 | 30 | 160 |
| Assets per client | $225K | $21.9M | $3.6M |
| Clients per advisor | 210 | 10 | 53 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2021 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 2 | – | 1 |
| People on Advicer.bio | 18 | 4 | 3 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Jul 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: West Wealth Group, LLC: Schwab · Bmb Advisers LLC: Fidelity, RBC · Avalon Capital Management: Schwab