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 | Englewood, FL | |
|---|---|---|---|
| Assets under management | $416.5M | $439.1M | $392.4M |
| Asset growth, last 2 years | +15% | +49% | +60% |
| Advisory staff | 3 | 5 | 5 |
| Individual clients | 124 | 371 | 712 |
| Assets per client | $3.4M | $1.2M | $551K |
| Clients per advisor | 41 | 74 | 142 |
| Main custodian | Pershing | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2020 | 2019 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 3 | 6 | 5 |
From each firm's latest Form ADV (Mar 2026, Feb 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 · Schorn Wealth: Schwab