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.
West Palm Beach, FL | The Villages, FL | Delray Beach, FL | |
|---|---|---|---|
| Assets under management | $137.6M | $145.7M | $129.6M |
| Asset growth, last 2 years | – | +34% | +5% |
| Advisory staff | 4 | 5 | 2 |
| Individual clients | 392 | 1,261 | 32 |
| Assets per client | $351K | $116K | $4M |
| Clients per advisor | 98 | 252 | 16 |
| Main custodian | – | Fidelity | Schwab |
| Filing with the SEC since | 2024 | 2021 | 2012 or earlier |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 5 | 4 | 2 |
From each firm's latest Form ADV (Oct 2026, Aug 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: Ruggiero Investments: none listed · Parady Wealth Management: Fidelity · Maclendon Wealth Management, LLC: Schwab