Top 10 RIAs in the West
*Assets under management: $4.99 billion
*Number of accounts: 2,053
Employees: 23
Location: Scotts Valley, Calif.
2017 rank: 6
*Includes discretionary and nondiscretionary
*Assets under management: $4.99 billion
*Number of accounts: 2,053
Employees: 23
Location: Scotts Valley, Calif.
2017 rank: 6
*Includes discretionary and nondiscretionary