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.
Tullahoma, TN | Griffin, GA | Brunswick, ME | |
|---|---|---|---|
| Assets under management | $149.9M | $157.5M | $157.7M |
| Asset growth, last 2 years | +49% | +27% | +13% |
| Advisory staff | 1 | 4 | 1 |
| Individual clients | 520 | 514 | 58 |
| Assets per client | $288K | $306K | $2.7M |
| Clients per advisor | 520 | 129 | 58 |
| Main custodian | – | SEI | RBC |
| Filing with the SEC since | 2012 or earlier | 2023 | 2017 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 1 | 4 | 1 |
From each firm's latest Form ADV (Feb 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: Financial Management Advisors, Inc.: none listed · Georgia Wealth Partners, LLC: SEI · Outfitter Financial: RBC