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.
San Rafael, CA | Lafayette, CA | Roseville, CA | |
|---|---|---|---|
| Assets under management | $144.8M | $152.6M | $152.1M |
| Asset growth, last 2 years | +17% | +12% | +25% |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 136 | 111 | 122 |
| Assets per client | $1.1M | $1.4M | $1.2M |
| Clients per advisor | 45 | 111 | 122 |
| Main custodian | Schwab | Fidelity | Raymond James |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2018 |
| Tools in their stack | – | 4 | 1 |
| People on Advicer.bio | 4 | 1 | 2 |
From each firm's latest Form ADV (Jul 2026, Feb 2026, Mar 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: Wulff, Hansen & Co.: Schwab · Garner Financial Management: Fidelity, Schwab · Dimensions Wealth Management, LLC: Raymond James