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.
Miami, FL | Jacksonville, FL | Phoenix, AZ | |
|---|---|---|---|
| Assets under management | $294K | $317K | $277K |
| Asset growth, last 2 years | – | −99% | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | – | 0 | 4 |
| Assets per client | – | – | $69K |
| Clients per advisor | – | – | 4 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2019 | 2012 or earlier | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2019, Apr 2026, Aug 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.