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.
Hingham, MA | Auburn Hills, MI | ||
|---|---|---|---|
| Assets under management | $158.1M | $166.3M | $166.1M |
| Asset growth, last 2 years | +19% | −22% | +29% |
| Advisory staff | 1 | 3 | 3 |
| Individual clients | 139 | 159 | 391 |
| Assets per client | $1.1M | $1M | $425K |
| Clients per advisor | 139 | 53 | 130 |
| Main custodian | Fidelity | Fidelity | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2020 | 2018 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 1 | 3 | 4 |
From each firm's latest Form ADV (Apr 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: Gilbert Capital Group: Fidelity, UBS · Afg Fiduciary Services: Fidelity · Retirement Resources, LLC: Fidelity