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.
Mount Pleasant, SC | Arden Hills, MN | San Diego, CA | |
|---|---|---|---|
| Assets under management | $206.5M | $216.9M | $196.2M |
| Asset growth, last 2 years | +53% | +92% | +46% |
| Advisory staff | 3 | 8 | 4 |
| Individual clients | 285 | 518 | 170 |
| Assets per client | $725K | $419K | $1.2M |
| Clients per advisor | 95 | 65 | 43 |
| Main custodian | Stonex Financial Inc. | Schwab | Schwab |
| Filing with the SEC since | 2021 | 2023 | 2022 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 3 | 8 | 5 |
From each firm's latest Form ADV (Mar 2026, Sep 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: 360 Financial Partners, LLC: Stonex Financial Inc. · Paladin Financial: Schwab · Reyes Financial Architecture Inc.: Schwab