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.
Vancouver, B.c. | Andover, MA | Santa Monica, CA | |
|---|---|---|---|
| Assets under management | $47.4M | $49.8M | $49.8M |
| Asset growth, last 2 years | +30% | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 75 | 54 | 5 |
| Assets per client | $632K | $922K | $10M |
| Clients per advisor | 38 | 27 | 5 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2018 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | – | 2 | 1 |
From each firm's latest Form ADV (Oct 2025, 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.