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.
| Assets under management | $12.9M | $13.5M | $13.5M |
|---|---|---|---|
| Asset growth, last 2 years | +111% | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 17 | 90 | 26 |
| Assets per client | $756K | $150K | $519K |
| Clients per advisor | 17 | 45 | 26 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2018 | 2026 | 2025 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Jun 2025). 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: Dumont Wealth: Schwab · Hgturner Associates LLC: none listed · Main Street Wealth Management, LLC: none listed