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.
Toronto, Ontario | Minneapolis, MN | New York, NY | |
|---|---|---|---|
| Assets under management | $19.09B | $20.77B | $20.6B |
| Asset growth, last 2 years | −1% | +40% | +14% |
| Advisory staff | 49 | 2,963 | 55 |
| Individual clients | 3,006 | 124,646 | 219 |
| Assets per client | $6.4M | $167K | $94.1M |
| Clients per advisor | 61 | 42 | 4 |
| Main custodian | RBC | – | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | – | 1695 | – |
From each firm's latest Form ADV (Jan 2026, Oct 2026, Aug 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: Burgundy Asset Management LTD.: RBC, Northern Trust, State Street · Thrivent Investment Management Inc.: none listed · Offit Capital: Schwab