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.
| Assets under management | $25.2M | $26.4M | $23.9M |
|---|---|---|---|
| Asset growth, last 2 years | −29% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 9 | 35 | 63 |
| Assets per client | $2.8M | $755K | $379K |
| Clients per advisor | 9 | 35 | 63 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2023 | 2023 | 2026 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Aug 2026, Mar 2023, May 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: Fpg Wealth: Schwab · Riverview Asset Management, Inc.: none listed · Carr Wealth Management LLC: none listed