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.
Beaufort, SC | Seneca, SC | Petaluma, CA | |
|---|---|---|---|
| Assets under management | $335.7M | $354.9M | $318.8M |
| Asset growth, last 2 years | +100% | +17% | +36% |
| Advisory staff | 4 | 2 | 2 |
| Individual clients | 100 | 242 | 178 |
| Assets per client | $3.4M | $1.5M | $1.8M |
| Clients per advisor | 25 | 121 | 89 |
| Main custodian | Schwab | Pershing | Schwab |
| Filing with the SEC since | 2022 | 2012 or earlier | 2018 |
| Tools in their stack | 2 | – | 4 |
| People on Advicer.bio | 4 | 2 | 3 |
From each firm's latest Form ADV (Feb 2026, May 2026, Jul 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: Apricus Wealth LLC: Schwab · Hanover Advisors, Inc: Pershing · Breen Wealth Management, LLC: Schwab