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.
New York, NY | Coral Gables, FL | ||
|---|---|---|---|
| Assets under management | $200.1M | $210.1M | $190M |
| Asset growth, last 2 years | +52% | +56% | +18% |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 90 | 240 | 11 |
| Assets per client | $2.2M | $876K | $17.3M |
| Clients per advisor | 30 | 240 | 11 |
| Main custodian | Oppenheimer & Co. Inc. | LPL Financial | – |
| Filing with the SEC since | 2014 | 2022 | 2012 or earlier |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 3 | 2 | – |
From each firm's latest Form ADV (Mar 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: Radix Organization, Inc.: Oppenheimer & Co. Inc. · Atlantic Family Wealth, LLC: LPL Financial · Financial Horizons, Inc.: none listed