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.
New York, NY | New York, NY | New York, NY | |
|---|---|---|---|
| Assets under management | $16.91B | $20.6B | $19.58B |
| Asset growth, last 2 years | +23% | +14% | +65% |
| Advisory staff | 12 | 55 | 2,054 |
| Individual clients | 142 | 219 | 80,267 |
| Assets per client | $119.1M | $94.1M | $244K |
| Clients per advisor | 12 | 4 | 39 |
| Main custodian | Fidelity | Schwab | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 6 | – | 1425 |
From each firm's latest Form ADV (Mar 2026, Aug 2026, Sep 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: Allen Investment Management, LLC: Fidelity, Pershing, Schwab, J.P. Morgan · Offit Capital: Schwab · Park Avenue Securities LLC: none listed