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.
Boise, ID | New York, NY | Braintree, MA | |
|---|---|---|---|
| Assets under management | $1.34B | $1.41B | $1.41B |
| Asset growth, last 2 years | +57% | −6% | +40% |
| Advisory staff | 9 | 3 | 8 |
| Individual clients | 443 | 59 | 1,324 |
| Assets per client | $3M | $23.8M | $1.1M |
| Clients per advisor | 49 | 20 | 166 |
| Main custodian | Schwab | J.P. Morgan | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 4 | 2 | – |
| People on Advicer.bio | 10 | 3 | 8 |
From each firm's latest Form ADV (Feb 2026, Mar 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: Aspen Capital Management, LLC: Schwab · Greenline Partners: J.P. Morgan, Schwab · Msa Financial: Fidelity