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.
Red Bank, NJ | Fort Lauderdale, FL | Dunedin, FL | |
|---|---|---|---|
| Assets under management | $539.6M | $567.4M | $511.5M |
| Asset growth, last 2 years | +2% | +75% | +47% |
| Advisory staff | 5 | 5 | 7 |
| Individual clients | 759 | 224 | 353 |
| Assets per client | $711K | $2.5M | $1.4M |
| Clients per advisor | 152 | 45 | 50 |
| Main custodian | Pershing | Folio | Schwab |
| Filing with the SEC since | 2012 or earlier | 2022 | 2013 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 3 | 5 | 7 |
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: Wbi Investments, LLC: Pershing, Wells Fargo · Fiori Financial Group: Folio · Client 1st Advisory Group: Schwab