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 | ||
|---|---|---|---|
| Assets under management | $137.6M | $145.7M | $144.6M |
| Asset growth, last 2 years | – | +34% | +17% |
| Advisory staff | 4 | 5 | 4 |
| Individual clients | 392 | 1,261 | 143 |
| Assets per client | $351K | $116K | $1M |
| Clients per advisor | 98 | 252 | 36 |
| Main custodian | – | Fidelity | Raymond James |
| Filing with the SEC since | 2024 | 2021 | 2012 or earlier |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 5 | 4 | 4 |
From each firm's latest Form ADV (Oct 2026, Aug 2026, 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: Ruggiero Investments: none listed · Parady Wealth Management: Fidelity · Sterling Financial Advisors, LLC: Raymond James