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.
Germantown, TN | Tampa, FL | Mesa, AZ | |
|---|---|---|---|
| Assets under management | $164.5M | $172.9M | $172.8M |
| Asset growth, last 2 years | +44% | +27% | +72% |
| Advisory staff | 2 | 2 | 4 |
| Individual clients | 495 | 143 | 185 |
| Assets per client | $332K | $1.2M | $934K |
| Clients per advisor | 248 | 72 | 46 |
| Main custodian | Raymond James | Schwab | Schwab |
| Filing with the SEC since | 2017 | 2022 | 2023 |
| Tools in their stack | – | – | 5 |
| People on Advicer.bio | 2 | 2 | 4 |
From each firm's latest Form ADV (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: Tcm: Raymond James · Stronghold Wealth Management L.l.c.: Schwab · Ridgeline Private Wealth: Schwab