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.
Tampa, FL | |||
|---|---|---|---|
| Assets under management | $74M | $77.8M | $77.8M |
| Asset growth, last 2 years | – | – | +1,456% |
| Advisory staff | 1 | 1 | 4 |
| Individual clients | 65 | 35 | 78 |
| Assets per client | $1.1M | $2.2M | $998K |
| Clients per advisor | 65 | 35 | 20 |
| Main custodian | – | – | LPL Financial |
| Filing with the SEC since | 2026 | 2026 | 2021 |
| Tools in their stack | – | – | 4 |
| People on Advicer.bio | 1 | 1 | 4 |
From each firm's latest Form ADV (Feb 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: Truvestor Wealth Management: none listed · Robert A. Sandler, LLC: none listed · Vectorwealth: LPL Financial