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.
Locust Valley, NY | Ithaca, NY | E. Syracuse, NY | |
|---|---|---|---|
| Assets under management | $117.3M | $124.2M | $111M |
| Asset growth, last 2 years | +52% | +33% | +7% |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 173 | 200 | 210 |
| Assets per client | $678K | $621K | $529K |
| Clients per advisor | 87 | 100 | 210 |
| Main custodian | – | Pershing | Schwab |
| Filing with the SEC since | 2017 | 2012 or earlier | 2021 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 2 | 1 |
From each firm's latest Form ADV (Feb 2026, Mar 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: Buckram Securities LTD: none listed · Merryfield Barnes, LLC: Pershing · Summit Planning Group, Inc.: Schwab