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.
Palm Desert, CA | Lewisville, TX | ||
|---|---|---|---|
| Assets under management | $780K | $825K | $740K |
| Asset growth, last 2 years | – | +18% | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 8 | 2 | 20 |
| Assets per client | $97K | $413K | $37K |
| Clients per advisor | 8 | 2 | 20 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2021 | 2024 |
| Tools in their stack | 5 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Oct 2026, Mar 2024). 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.