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.
Stuart, FL | Sarasota, FL | Long Beach, CA | |
|---|---|---|---|
| Assets under management | $343.3M | $361.3M | $360.5M |
| Asset growth, last 2 years | +90% | +47% | +21% |
| Advisory staff | 8 | 8 | 3 |
| Individual clients | 435 | 497 | 380 |
| Assets per client | $789K | $727K | $949K |
| Clients per advisor | 54 | 62 | 127 |
| Main custodian | Schwab | Raymond James | LPL Financial |
| Filing with the SEC since | 2021 | 2017 | 2013 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 8 | 7 | 3 |
From each firm's latest Form ADV (Oct 2026, Aug 2026, Apr 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: Victrix Investment Advisors: Schwab · Mra Advisory Group: Raymond James, Schwab, Pontera · Goldman Lancaster, Inc.: LPL Financial