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.
Palm Beach, FL | Jacksonville Beach, FL | New York, NY | |
|---|---|---|---|
| Assets under management | $746.8M | $793.9M | $784.3M |
| Asset growth, last 2 years | +22% | +94% | −19% |
| Advisory staff | 3 | 6 | 37 |
| Individual clients | 45 | 161 | 1,004 |
| Assets per client | $16.6M | $4.9M | $781K |
| Clients per advisor | 15 | 27 | 27 |
| Main custodian | BNY | Fidelity | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2021 | 2012 or earlier |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 3 | 6 | 31 |
From each firm's latest Form ADV (Mar 2026, Aug 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: Dudley & Shanley, Inc.: BNY, J.P. Morgan · Fortress Wealth Planning: Fidelity · Flagstar Securities, Inc.: Fidelity