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.
Jacksonville Beach, FL | Worcester, MA | Palm Beach, FL | |
|---|---|---|---|
| Assets under management | $793.9M | $835.9M | $746.8M |
| Asset growth, last 2 years | +94% | +51% | +22% |
| Advisory staff | 6 | 7 | 3 |
| Individual clients | 161 | 619 | 45 |
| Assets per client | $4.9M | $1.4M | $16.6M |
| Clients per advisor | 27 | 88 | 15 |
| Main custodian | Fidelity | Schwab | BNY |
| Filing with the SEC since | 2021 | 2022 | 2012 or earlier |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 6 | 7 | 3 |
From each firm's latest Form ADV (Aug 2026, Sep 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: Fortress Wealth Planning: Fidelity · Carr Financial Group: Schwab · Dudley & Shanley, Inc.: BNY, J.P. Morgan