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.
Tampa, FL | Saint Petersburg, FL | St. Charles, IL | |
|---|---|---|---|
| Assets under management | $717.8M | $755.6M | $755.4M |
| Asset growth, last 2 years | +26% | +54% | +65% |
| Advisory staff | 6 | 1 | 20 |
| Individual clients | 844 | 132 | 1,032 |
| Assets per client | $850K | $5.7M | $732K |
| Clients per advisor | 141 | 132 | 52 |
| Main custodian | Goldman Sachs | Schwab | Schwab |
| Filing with the SEC since | 2014 | 2023 | 2012 or earlier |
| Tools in their stack | – | 4 | 6 |
| People on Advicer.bio | 12 | 1 | 22 |
From each firm's latest Form ADV (Oct 2026, Sep 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: Darwin Wealth Management: Goldman Sachs, Schwab · Lighthouse Financial: Schwab · Total Clarity Wealth Management, Inc: Schwab, LPL Financial