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.
Sarasota, FL | Boca Raton, FL | ||
|---|---|---|---|
| Assets under management | $73.5M | $77.2M | $69.7M |
| Asset growth, last 2 years | +102% | – | – |
| Advisory staff | 1 | 4 | 4 |
| Individual clients | 52 | 110 | 67 |
| Assets per client | $1.4M | $702K | $1M |
| Clients per advisor | 52 | 28 | 17 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 3 | 5 |
From each firm's latest Form ADV (Jan 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.