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.
Scottsdale, AZ | Lake Wylie, SC | Elmhurst, NY | |
|---|---|---|---|
| Assets under management | $309.3M | $325.1M | $293.5M |
| Asset growth, last 2 years | +37% | +57% | +33% |
| Advisory staff | 2 | 3 | 1 |
| Individual clients | 236 | 257 | 100 |
| Assets per client | $1.3M | $1.3M | $2.9M |
| Clients per advisor | 118 | 86 | 100 |
| Main custodian | LPL Financial | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 3 | 1 |
From each firm's latest Form ADV (Feb 2026, 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: Aim Capital: LPL Financial · Catawba River Capital: Fidelity · Enright, Mollin, Cascio & Ramusevic, Inc.: Schwab, Fidelity