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.
Louisville, KY | Glastonbury, CT | Chapel Hill, NC | |
|---|---|---|---|
| Assets under management | $605.2M | $635.8M | $635.5M |
| Asset growth, last 2 years | +33% | +54% | +47% |
| Advisory staff | 6 | 4 | 11 |
| Individual clients | 440 | 290 | 586 |
| Assets per client | $1.4M | $2.2M | $1.1M |
| Clients per advisor | 73 | 73 | 53 |
| Main custodian | Fidelity | Fidelity | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2021 | 2016 |
| Tools in their stack | – | – | 4 |
| People on Advicer.bio | 7 | 4 | 11 |
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: Atlas Brown: Fidelity · Empower Financial Advisory, LLC: Fidelity · Hilltop Wealth Advisors, LLC: Fidelity