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.
Satellite Beach, FL | Sunrise, FL | Osterville, MA | |
|---|---|---|---|
| Assets under management | $59.1M | $62.2M | $56.1M |
| Asset growth, last 2 years | – | – | +117% |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 41 | 187 | 31 |
| Assets per client | $1.4M | $333K | $1.8M |
| Clients per advisor | 21 | 94 | 31 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 2 | 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.