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 | Pittsford, NY | Locust Valley, NY | |
|---|---|---|---|
| Assets under management | $124M | $131.8M | $117.3M |
| Asset growth, last 2 years | +17% | +138% | +52% |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 10 | 46 | 173 |
| Assets per client | $12.4M | $2.9M | $678K |
| Clients per advisor | 10 | 23 | 87 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2017 | 2024 | 2017 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | – | 2 | 3 |
From each firm's latest Form ADV (Mar 2026, Sep 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.
Custodians on Form ADV: Brooklawn Capital Advisors: Schwab · Rdg Capital Management LLC: Schwab, Mid Atlantic Clearing & Settlement Corporation, Reliance Trust Company · Buckram Securities LTD: none listed