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.
Groton, CT | Stamford, CT | San Diego, CA | |
|---|---|---|---|
| Assets under management | $354.2M | $372.1M | $371.9M |
| Asset growth, last 2 years | +46% | +37% | +38% |
| Advisory staff | 4 | 4 | 6 |
| Individual clients | 290 | 6 | 209 |
| Assets per client | $1.2M | $62M | $1.8M |
| Clients per advisor | 73 | 2 | 35 |
| Main custodian | Schwab | Goldman Sachs | Schwab |
| Filing with the SEC since | 2015 | 2021 | 2012 or earlier |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 4 | – | 8 |
From each firm's latest Form ADV (May 2026, Apr 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: Sightline Wealth Advisors, LLC: Schwab · Rpo LLC: Goldman Sachs · Pacific Wealth Management: Schwab