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 | $4M | $4.2M | $4.2M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | +9% |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | – | – | 42 |
| Assets per client | – | – | $99K |
| Clients per advisor | – | – | 21 |
| Main custodian | – | – | Interactive Brokers |
| Filing with the SEC since | 2026 | 2026 | 2016 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Aug 2026, Jan 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: Faav: none listed · Patriots First Financial Advisors, LLC: none listed · Christmas Corporation: Interactive Brokers