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.
Mclean, VA | Encinitas, CA | Wilmington, DE | |
|---|---|---|---|
| Assets under management | $269.2M | $282.9M | $255.6M |
| Asset growth, last 2 years | +33% | +39% | +148% |
| Advisory staff | 4 | 4 | 3 |
| Individual clients | 107 | 208 | 89 |
| Assets per client | $2.5M | $1.4M | $2.9M |
| Clients per advisor | 27 | 52 | 30 |
| Main custodian | Schwab | Schwab | SEI |
| Filing with the SEC since | 2012 or earlier | 2019 | 2024 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 4 | 4 | 3 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Sep 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: Capitol Financial Consultants, Inc.: Schwab · Cooper Capital Group: Schwab · Delaware Wealth Planners: SEI, Schwab