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.
West Palm Beach, FL | Naples, FL | Miami, FL | |
|---|---|---|---|
| Assets under management | $128.9M | $135.8M | $121.6M |
| Asset growth, last 2 years | +19% | −6% | – |
| Advisory staff | 2 | 2 | 2 |
| Individual clients | 33 | 43 | – |
| Assets per client | $3.9M | $3.2M | – |
| Clients per advisor | 17 | 22 | – |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2024 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 2 | 1 | – |
From each firm's latest Form ADV (Feb 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: Gordon Asset Management LLC: Schwab · Luma Capital: Schwab · Arbalpha: none listed