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.
Decatur, GA | New York, NY | Fresno, CA | |
|---|---|---|---|
| Assets under management | $1.4M | $1.5M | $1.5M |
| Asset growth, last 2 years | – | −97% | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 20 | 14 | 57 |
| Assets per client | $70K | $105K | $26K |
| Clients per advisor | 20 | 14 | 57 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2026 | 2019 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 2024). 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: Financial Lab: none listed · Procapita Partners, LLC: Schwab, Fidelity · Rr Financial Management LLC: none listed