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.
| Assets under management | $85.3M | $89.5M | $81M |
|---|---|---|---|
| Asset growth, last 2 years | – | +114% | +16% |
| Advisory staff | 0 | 1 | 3 |
| Individual clients | 64 | 55 | 123 |
| Assets per client | $1.3M | $1.6M | $658K |
| Clients per advisor | – | 55 | 41 |
| Main custodian | – | Schwab | Fidelity |
| Filing with the SEC since | 2026 | 2012 or earlier | 2021 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Jul 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: Sunrise Capital Management LLC: none listed · Treger & Associates: Schwab · Investment Advisor Group: Fidelity