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.
Casselberry, FL | Lake Oswego, OR | ||
|---|---|---|---|
| Assets under management | $159.6M | $167.9M | $167.9M |
| Asset growth, last 2 years | +130% | +1% | +18% |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 121 | 97 | 74 |
| Assets per client | $1.3M | $1.7M | $2.3M |
| Clients per advisor | 61 | 97 | 74 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2017 | 2021 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 1 | 1 |
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: Fairway Financial, LLC: Schwab · Lloyd Park, LLC: Schwab, Goldman Sachs · North Forty Two & Co.: Schwab