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 | Winter Haven, FL | ||
|---|---|---|---|
| Assets under management | $115.1M | $120.9M | $109.3M |
| Asset growth, last 2 years | +17% | +28% | +36% |
| Advisory staff | 4 | 1 | 2 |
| Individual clients | 76 | 50 | 380 |
| Assets per client | $1.5M | $2.4M | $288K |
| Clients per advisor | 19 | 50 | 190 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2021 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 1 | 3 |
| People on Advicer.bio | 3 | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, Oct 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: Revolution Partners, LLC: Schwab · Jbglobal.com LLC: Schwab · Ingram Advisory Services, LLC: none listed