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.
Washington D.c., DC | Englewood, FL | Seneca, SC | |
|---|---|---|---|
| Assets under management | $373.6M | $392.4M | $354.9M |
| Asset growth, last 2 years | +20% | +60% | +17% |
| Advisory staff | 5 | 5 | 2 |
| Individual clients | 428 | 712 | 242 |
| Assets per client | $873K | $551K | $1.5M |
| Clients per advisor | 86 | 142 | 121 |
| Main custodian | AssetMark | Schwab | Pershing |
| Filing with the SEC since | 2017 | 2019 | 2012 or earlier |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 6 | 5 | 2 |
From each firm's latest Form ADV (Sep 2026, Feb 2026, May 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: Capital Investment Advisors: AssetMark, Pershing · Schorn Wealth: Schwab · Hanover Advisors, Inc: Pershing