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.
Dunkirk, MD | Boca Raton, FL | ||
|---|---|---|---|
| Assets under management | $189.6M | $199.1M | $180.1M |
| Asset growth, last 2 years | +50% | +69% | +44% |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 360 | 213 | 12 |
| Assets per client | $527K | $935K | $15M |
| Clients per advisor | 120 | 213 | 12 |
| Main custodian | Fidelity | Schwab | Vanguard |
| Filing with the SEC since | 2012 or earlier | 2022 | 2022 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 3 | 2 | 1 |
From each firm's latest Form ADV (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.
Custodians on Form ADV: Calvert Wealth Management, Inc.: Fidelity · Rwa Advisors: Schwab, Cuna Brokerage Services, Inc. · Fleisher, Martin: Vanguard, Schwab, E*Trade Securities LLC, Fidelity