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.
Warwick, RI | San Antonio, TX | Houston, TX | |
|---|---|---|---|
| Assets under management | $348.8M | $366.3M | $366.3M |
| Asset growth, last 2 years | +14% | +13% | +13% |
| Advisory staff | 4 | 8 | 5 |
| Individual clients | 222 | 207 | 154 |
| Assets per client | $1.6M | $1.8M | $2.4M |
| Clients per advisor | 56 | 26 | 31 |
| Main custodian | Pershing | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2017 | 2012 or earlier |
| Tools in their stack | – | 2 | 3 |
| People on Advicer.bio | 4 | 7 | 5 |
From each firm's latest Form ADV (Feb 2026, 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: Arlen Capital, LLC: Pershing, Fidelity · Financial Life Advisors: Schwab · Camden Wealth Advisors LLC: Fidelity