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.
Syracuse, NY | Buffalo, NY | New York, NY | |
|---|---|---|---|
| Assets under management | $167.1M | $176.4M | $158M |
| Asset growth, last 2 years | +47% | +25% | +46% |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 95 | 525 | 182 |
| Assets per client | $1.8M | $336K | $868K |
| Clients per advisor | 48 | 525 | 91 |
| Main custodian | Schwab | Raymond James | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2020 |
| Tools in their stack | 2 | 1 | 2 |
| People on Advicer.bio | 2 | 3 | 3 |
From each firm's latest Form ADV (Mar 2026, May 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: Armory Capital Management, LLC: Schwab · Collins Advisors, LLC: Raymond James · Clarus Group LLC: Schwab