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.
Lake Mary, FL | Tampa, FL | Jacksonville Beach, FL | |
|---|---|---|---|
| Assets under management | $749.3M | $800.9M | $793.9M |
| Asset growth, last 2 years | – | +28% | +94% |
| Advisory staff | 6 | 12 | 6 |
| Individual clients | 197 | 1,704 | 161 |
| Assets per client | $3.8M | $470K | $4.9M |
| Clients per advisor | 33 | 142 | 27 |
| Main custodian | – | LPL Financial | Fidelity |
| Filing with the SEC since | 2024 | 2016 | 2021 |
| Tools in their stack | 3 | – | 3 |
| People on Advicer.bio | 6 | 11 | 6 |
From each firm's latest Form ADV (Mar 2026, Oct 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.
Custodians on Form ADV: Qtr Family Wealth, LLC: none listed · Psi Advisors, LLC: LPL Financial · Fortress Wealth Planning: Fidelity