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.
Pompano Beach, FL | Winter Park, FL | Jupiter, FL | |
|---|---|---|---|
| Assets under management | $416.5M | $439.1M | $438M |
| Asset growth, last 2 years | +15% | +49% | +170% |
| Advisory staff | 3 | 5 | 4 |
| Individual clients | 124 | 371 | 69 |
| Assets per client | $3.4M | $1.2M | $6.3M |
| Clients per advisor | 41 | 74 | 17 |
| Main custodian | Pershing | Fidelity | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2020 | 2024 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 3 | 6 | 5 |
From each firm's latest Form ADV (Mar 2026, Sep 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: Strategic Asset Management Group Advisors: Pershing · Fortress Wealth Group: Fidelity · Cayside Partners: Fidelity, Northern Trust