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.
Guaynabo, PR | Charlotte, NC | ||
|---|---|---|---|
| Assets under management | $181.2M | $190.3M | $172.1M |
| Asset growth, last 2 years | +24% | +43% | +37% |
| Advisory staff | 1 | 2 | 4 |
| Individual clients | 57 | 83 | 183 |
| Assets per client | $3.2M | $2.3M | $940K |
| Clients per advisor | 57 | 42 | 46 |
| Main custodian | – | Schwab | Schwab |
| Filing with the SEC since | 2019 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| 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: Vauban Wealth Management: none listed · Mjc Advisors, LLC: Schwab · Investor Advisory Group: Schwab