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 | Santa Fe, NM | ||
|---|---|---|---|
| Assets under management | $173M | $181.7M | $164.1M |
| Asset growth, last 2 years | +32% | +50% | +18% |
| Advisory staff | 3 | 3 | 3 |
| Individual clients | 172 | 268 | 101 |
| Assets per client | $1M | $678K | $1.6M |
| Clients per advisor | 57 | 89 | 34 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2023 | 2017 | 2019 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 6 | 3 | 3 |
From each firm's latest Form ADV (Jun 2026, Mar 2026, May 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: Zynergy Retirement Planning: Schwab · Financial Partners, LLC: Schwab · Eagle Wealth Advisors: none listed