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 | Miami, FL | Altamonte Springs,, FL | |
|---|---|---|---|
| Assets under management | $165.6M | $174.2M | $156.4M |
| Asset growth, last 2 years | +19% | – | +20% |
| Advisory staff | 3 | 6 | 6 |
| Individual clients | 185 | 280 | 68 |
| Assets per client | $895K | $622K | $2.3M |
| Clients per advisor | 62 | 47 | 11 |
| Main custodian | – | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2024 | 2012 or earlier |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 2 | 7 | 6 |
From each firm's latest Form ADV (Mar 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: Wisdom Financial Planning: none listed · Corrales & Co.: Schwab, Equity Trust Advisors, Inc. · 401k Generation: Schwab