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.
Louisville, KY | Knoxville, TN | Radnor, PA | |
|---|---|---|---|
| Assets under management | $576.8M | $606M | $607M |
| Asset growth, last 2 years | +18% | −3% | +38% |
| Advisory staff | 9 | 4 | 2 |
| Individual clients | 1,237 | 112 | 12 |
| Assets per client | $466K | $5.4M | $50.6M |
| Clients per advisor | 137 | 28 | 6 |
| Main custodian | – | Fidelity | UBS |
| Filing with the SEC since | 2012 or earlier | 2022 | 2012 or earlier |
| Tools in their stack | – | 4 | – |
| People on Advicer.bio | 9 | 6 | 2 |
From each firm's latest Form ADV (Sep 2026, Aug 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: Alexander Investment Services Co.: none listed · Cogentblue: Fidelity · Drexel Morgan & Co.: UBS