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.
Corning, NY | Ithaca, NY | Virden, IL | |
|---|---|---|---|
| Assets under management | $116.7M | $124.2M | $122.5M |
| Asset growth, last 2 years | +39% | +33% | – |
| Advisory staff | 2 | 2 | 2 |
| Individual clients | 172 | 200 | 478 |
| Assets per client | $678K | $621K | $256K |
| Clients per advisor | 86 | 100 | 239 |
| Main custodian | Schwab | Pershing | – |
| Filing with the SEC since | 2018 | 2012 or earlier | 2024 |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (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: Alsworth Capital Management, LLC: Schwab · Merryfield Barnes, LLC: Pershing · Maynerich Financial: none listed