From each firm's latest Form ADV (Aug 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.
Firms update assets in their annual Form ADV filing, usually by the end of March.
Assets under management
Adventure Wealth Advisors
Fundamental Advisors, Inc.
Port Capital Management
Advisory staff
Adventure Wealth Advisors
Fundamental Advisors, Inc.
Port Capital Management
Tech stacks
None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.
Custodians on Form ADV: Adventure Wealth Advisors: none listed · Fundamental Advisors, Inc.: none listed · Port Capital Management: Schwab
