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.
Sandy Springs, GA | Decatur, GA | Cupertino, CA | |
|---|---|---|---|
| Assets under management | $390.8M | $415.2M | $410.8M |
| Asset growth, last 2 years | +9% | +27% | +85% |
| Advisory staff | 2 | 5 | 2 |
| Individual clients | 75 | 332 | 90 |
| Assets per client | $5.2M | $1.3M | $4.6M |
| Clients per advisor | 38 | 66 | 45 |
| Main custodian | Raymond James | Schwab | Schwab |
| Filing with the SEC since | 2017 | 2018 | 2021 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 6 | 2 |
From each firm's latest Form ADV (Mar 2026, May 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: 1776 Wealth LLC: Raymond James · Ferguson Shapiro LLC: Schwab · Everest Private Wealth: Schwab