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 | Port Washington, NY | |
|---|---|---|---|
| Assets under management | $230.9M | $244.6M | $218.4M |
| Asset growth, last 2 years | +126% | +562% | +58% |
| Advisory staff | 10 | 26 | 2 |
| Individual clients | 402 | 1,071 | 116 |
| Assets per client | $574K | $228K | $1.9M |
| Clients per advisor | 40 | 41 | 58 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2018 | 2023 | 2021 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 6 | 28 | 1 |
From each firm's latest Form ADV (Oct 2026, Sep 2026, Jun 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: Arch Global Advisors, LLC: Schwab · Stirlingshire Investments: none listed · Great Hill Advisory: Schwab