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.
Marietta, GA | Atlanta, GA | Marietta, GA | |
|---|---|---|---|
| Assets under management | $334.7M | $354.7M | $315.8M |
| Asset growth, last 2 years | +42% | +18% | +41% |
| Advisory staff | 2 | 10 | 4 |
| Individual clients | 263 | 379 | 429 |
| Assets per client | $1.3M | $936K | $736K |
| Clients per advisor | 132 | 38 | 107 |
| Main custodian | Schwab | Schwab | LPL Financial |
| Filing with the SEC since | 2020 | 2018 | 2022 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 2 | 9 | 5 |
From each firm's latest Form ADV (Mar 2026, Aug 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: Baer Wealth Management: Schwab, Ascensus Trust, Reliance Trust Company · Resurgent Advisors: Schwab, Raymond James · Proactive Wealth Strategies, LLC: LPL Financial