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.
Sun City, AZ | Dover, DE | Lancaster, PA | |
|---|---|---|---|
| Assets under management | $405.1M | $425.4M | $384.8M |
| Asset growth, last 2 years | +32% | +78% | +34% |
| Advisory staff | 9 | 4 | 7 |
| Individual clients | 853 | 617 | 503 |
| Assets per client | $475K | $690K | $765K |
| Clients per advisor | 95 | 154 | 72 |
| Main custodian | Schwab | Wells Fargo | Schwab |
| Filing with the SEC since | 2017 | 2018 | 2018 |
| Tools in their stack | 3 | 2 | – |
| People on Advicer.bio | 9 | 4 | 10 |
From each firm's latest Form ADV (Jul 2026, Aug 2026, Oct 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: Triton Wealth Management, PLLC: Schwab · Big Investment Services: Wells Fargo · Psi Capital Management: Schwab