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.
Largo, FL | Bradenton, FL | El Segundo, CA | |
|---|---|---|---|
| Assets under management | $183.2M | $192.8M | $192.5M |
| Asset growth, last 2 years | +60% | +52% | +22% |
| Advisory staff | 6 | 1 | 2 |
| Individual clients | 291 | 250 | 135 |
| Assets per client | $630K | $771K | $1.4M |
| Clients per advisor | 49 | 250 | 68 |
| Main custodian | AssetMark | Schwab | Fidelity |
| Filing with the SEC since | 2013 | 2019 | 2021 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 8 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Feb 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: Econologics Financial Advisors: AssetMark · Setchfield Asset Management: Schwab · Greenshields Capital LLC: Fidelity, Schwab