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.
Providence, RI | Santa Barbara, CA | Charlotte, NC | |
|---|---|---|---|
| Assets under management | $529.7M | $556.8M | $502.4M |
| Asset growth, last 2 years | +43% | +35% | +66% |
| Advisory staff | 4 | 4 | 8 |
| Individual clients | 576 | 376 | 248 |
| Assets per client | $920K | $1.5M | $2M |
| Clients per advisor | 144 | 94 | 31 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2017 | 2012 or earlier | 2021 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 4 | 5 | 8 |
From each firm's latest Form ADV (Mar 2026, Apr 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: Barrett & Company: Fidelity · Trinity Capital Management, LLC: Schwab · Crown Wealth Group LLC: Schwab