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.
Newport Beach, CA | New York, NY | ||
|---|---|---|---|
| Assets under management | $67.3M | $70.6M | $70.7M |
| Asset growth, last 2 years | – | – | +86% |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 81 | 17 | 52 |
| Assets per client | $830K | $4.2M | $1.4M |
| Clients per advisor | 27 | 17 | 52 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2013 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (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: Equity Management Group: none listed · Westerly Investments, Inc.: none listed · Fiduciary Management Group, LLC: Schwab