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.
St. Petersburg, FL | Sebring, FL | San Diego, CA | |
|---|---|---|---|
| Assets under management | $149.5M | $157.7M | $157M |
| Asset growth, last 2 years | +87% | – | +1,407% |
| Advisory staff | 6 | 3 | 6 |
| Individual clients | 985 | 428 | 128 |
| Assets per client | $152K | $369K | $1.2M |
| Clients per advisor | 164 | 143 | 21 |
| Main custodian | Altruist | Schwab | – |
| Filing with the SEC since | 2022 | 2024 | 2015 |
| Tools in their stack | 3 | 2 | – |
| People on Advicer.bio | 6 | 3 | 6 |
From each firm's latest Form ADV (Sep 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.
Custodians on Form ADV: Clarity Financial Advisors LLC: Altruist · Waypoints Financial: Schwab · Finec Asset Management: none listed