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.
Burlington, MA | Plano, TX | Vancouver, WA | |
|---|---|---|---|
| Assets under management | $246.1M | $258.5M | $233.8M |
| Asset growth, last 2 years | +12% | – | −15% |
| Advisory staff | 2 | 3 | 4 |
| Individual clients | 196 | 226 | 260 |
| Assets per client | $1.3M | $1.1M | $899K |
| Clients per advisor | 98 | 75 | 65 |
| Main custodian | Raymond James | – | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2024 | 2022 |
| Tools in their stack | 1 | 1 | 3 |
| People on Advicer.bio | 3 | 3 | 5 |
From each firm's latest Form ADV (Sep 2026, Aug 2026, May 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: Nefpg: Raymond James · Redwood Family Wealth LLC: none listed · Helium Advisors LLC: Fidelity, Schwab