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.
Altamonte Springs,, FL | Tampa, FL | Victoria, Bc | |
|---|---|---|---|
| Assets under management | $156.4M | $165.6M | $148.6M |
| Asset growth, last 2 years | +20% | +19% | – |
| Advisory staff | 6 | 3 | 6 |
| Individual clients | 68 | 185 | 180 |
| Assets per client | $2.3M | $895K | $825K |
| Clients per advisor | 11 | 62 | 30 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2024 |
| Tools in their stack | – | 3 | 1 |
| People on Advicer.bio | 6 | 2 | 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: 401k Generation: Schwab · Wisdom Financial Planning: none listed · Beacon Hill Wealth Management LTD: none listed