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.
Fort Lauderdale, FL | San Diego, CA | Jacksonville, FL | |
|---|---|---|---|
| Assets under management | $567.4M | $597.2M | $533.5M |
| Asset growth, last 2 years | +75% | +101% | +57% |
| Advisory staff | 5 | 4 | 4 |
| Individual clients | 224 | 793 | 1,020 |
| Assets per client | $2.5M | $753K | $523K |
| Clients per advisor | 45 | 198 | 255 |
| Main custodian | Folio | Schwab | LPL Financial |
| Filing with the SEC since | 2022 | 2012 or earlier | 2021 |
| Tools in their stack | 2 | 6 | – |
| People on Advicer.bio | 5 | 6 | 5 |
From each firm's latest Form ADV (Mar 2026, Apr 2026, Oct 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: Fiori Financial Group: Folio · Measured Risk Portfolios: Schwab · Jacksonville Wealth Management: LPL Financial