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.
Richmond, VA | Austin, TX | Silver Spring, MD | |
|---|---|---|---|
| Assets under management | $102.8M | $108M | $108M |
| Asset growth, last 2 years | +71% | – | +76% |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 43 | 48 | 46 |
| Assets per client | $2.4M | $2.3M | $2.3M |
| Clients per advisor | 14 | 48 | 46 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, May 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.