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.
Palm Beach Gardens, FL | Orlando, FL | Portland, OR | |
|---|---|---|---|
| Assets under management | $450.2M | $475.2M | $472.8M |
| Asset growth, last 2 years | +12% | +35% | +49% |
| Advisory staff | 7 | 13 | 12 |
| Individual clients | 225 | 1,062 | 403 |
| Assets per client | $2M | $447K | $1.2M |
| Clients per advisor | 32 | 82 | 34 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2014 | 2012 or earlier |
| Tools in their stack | 2 | – | 1 |
| People on Advicer.bio | 8 | 13 | 10 |
From each firm's latest Form ADV (Jul 2026, Sep 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: Global Trust: Fidelity, Schwab · Allgen Financial Advisors, Inc.: Schwab · Blue Water Wealth: Schwab