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.
Los Angeles, CA | Winter Park, FL | ||
|---|---|---|---|
| Assets under management | $77M | $80.9M | $73.1M |
| Asset growth, last 2 years | – | – | +19% |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 270 | 16 | 29 |
| Assets per client | $285K | $5.1M | $2.5M |
| Clients per advisor | 270 | 16 | 15 |
| Main custodian | – | – | U.S. Bank |
| Filing with the SEC since | 2026 | 2026 | 2013 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 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: Dpcm: none listed · Williams Wealth Management, Inc.: none listed · Lyons Investment Management: U.S. Bank