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. Thomas, VI | Hoffman Estates, IL | Sterling Heights, MI | |
|---|---|---|---|
| Assets under management | $50.5M | $53.1M | $53.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 2 |
| Individual clients | 134 | 141 | 109 |
| Assets per client | $377K | $376K | $487K |
| Clients per advisor | 67 | 71 | 55 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 3 | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, May 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.