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.
Gladstone, OR | Coral Gables, FL | ||
|---|---|---|---|
| Assets under management | $200M | $210.1M | $210.1M |
| Asset growth, last 2 years | +48% | +56% | +25% |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 528 | 240 | 39 |
| Assets per client | $379K | $876K | $5.4M |
| Clients per advisor | 264 | 240 | 20 |
| Main custodian | LPL Financial | LPL Financial | Schwab |
| Filing with the SEC since | 2021 | 2022 | 2012 or earlier |
| Tools in their stack | – | 3 | 1 |
| People on Advicer.bio | 2 | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, Jul 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: Newbore Wealth Management, Inc.: LPL Financial · Atlantic Family Wealth, LLC: LPL Financial · Macroclimate LLC: Schwab