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 | ||
|---|---|---|---|
| Assets under management | $348.8M | $366.3M | $331.3M |
| Asset growth, last 2 years | +14% | +13% | +26% |
| Advisory staff | 4 | 8 | 1 |
| Individual clients | 222 | 207 | 30 |
| Assets per client | $1.6M | $1.8M | $11M |
| Clients per advisor | 56 | 26 | 30 |
| Main custodian | Pershing | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2017 | 2021 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 4 | 7 | 2 |
From each firm's latest Form ADV (Feb 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.
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 · The Mchugh Group, LLC: Fidelity