Tampa, FL | Plantation, FL | West Palm Beach, FL | |
|---|---|---|---|
| Assets under management | $965.6M | $1.02B | $1.04B |
| Asset growth, last 2 years | +54% | +42% | +72% |
| Advisory staff | 12 | 6 | 4 |
| Individual clients | 807 | 644 | 131 |
| Assets per client | $1.2M | $1.6M | $7.9M |
| Clients per advisor | 67 | 107 | 33 |
| Main custodian | Pershing | Fidelity | Fidelity |
| Filing with the SEC since | 2021 | 2016 | 2012 or earlier |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 14 | 7 | 4 |
From each firm's latest Form ADV (Aug 2026, Sep 2026, Jan 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.