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.
South Burlington, VT | |||
|---|---|---|---|
| Assets under management | $54.2M | $57M | $57M |
| Asset growth, last 2 years | – | +31% | +78% |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 63 | 36 | 80 |
| Assets per client | $861K | $1.6M | $713K |
| Clients per advisor | 63 | 36 | 27 |
| Main custodian | – | Fidelity | – |
| Filing with the SEC since | 2026 | 2014 | 2012 or earlier |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Jul 2026, Feb 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: Donnelly Investments: none listed · Paulo Financial Advisors, LLC: Fidelity · Emg: none listed