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.
West Hartford, CT | Austin, TX | Purchase, NY | |
|---|---|---|---|
| Assets under management | $11.07B | $11.88B | $11.66B |
| Asset growth, last 2 years | +230% | +62% | +22% |
| Advisory staff | 88 | 103 | 4 |
| Individual clients | 8,139 | 5,446 | 100 |
| Assets per client | $1.4M | $2.2M | $116.6M |
| Clients per advisor | 92 | 53 | 25 |
| Main custodian | Schwab | Schwab | J.P. Morgan |
| Filing with the SEC since | 2014 | 2020 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 108 | 118 | 1 |
From each firm's latest Form ADV (Sep 2026, Feb 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: Apella Wealth: Schwab · Hub Investment Partners, LLC: Schwab, Fidelity · Greenhaven Associates Inc: J.P. Morgan