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 | Rye Brook, NY | |
|---|---|---|---|
| Assets under management | $50.5M | $53.1M | $53.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 4 |
| Individual clients | 134 | 141 | 9 |
| Assets per client | $377K | $376K | $5.9M |
| Clients per advisor | 67 | 71 | 2 |
| Main custodian | – | – | Fidelity |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 3 | 2 | – |
From each firm's latest Form ADV (Mar 2026, Oct 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: Dba Seslia Securities: none listed · Wisdom Investments: none listed · Visdom Investment Group LLC: Fidelity, J.P. Morgan, Schwab