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.
Memphis, TN | Brockton, MA | San Diego, CA | |
|---|---|---|---|
| Assets under management | $47.1M | $49.5M | $49.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 2 |
| Individual clients | 95 | 129 | 133 |
| Assets per client | $496K | $384K | $372K |
| Clients per advisor | 32 | 129 | 67 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 5 | 2 | 4 |
| People on Advicer.bio | 3 | 3 | 2 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Oct 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.
1 tool 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.