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.
Augusta, GA | Santa Monica, CA | Fullerton, CA | |
|---|---|---|---|
| Assets under management | $1.4B | $1.47B | $1.47B |
| Asset growth, last 2 years | +33% | – | +40% |
| Advisory staff | 6 | 6 | 10 |
| Individual clients | 456 | 141 | 1,207 |
| Assets per client | $3.1M | $10.4M | $1.2M |
| Clients per advisor | 76 | 24 | 121 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2018 | 2024 | 2012 or earlier |
| Tools in their stack | 1 | 2 | 3 |
| People on Advicer.bio | 5 | 6 | 10 |
From each firm's latest Form ADV (Mar 2026, Jun 2026, Aug 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: Asset Advisors: Schwab · Serenus Wealth Advisors, LLC: Fidelity · Eclectic Associates, Inc.: Schwab