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.
Cedarhurst, NY | Harrison, NY | Aliso Viejo, CA | |
|---|---|---|---|
| Assets under management | $332.4M | $350.1M | $315.4M |
| Asset growth, last 2 years | +113% | +20% | +82% |
| Advisory staff | 3 | 6 | 31 |
| Individual clients | 30 | 647 | 482 |
| Assets per client | $11.1M | $541K | $654K |
| Clients per advisor | 10 | 108 | 16 |
| Main custodian | – | Schwab | Fidelity |
| Filing with the SEC since | 2022 | 2023 | 2023 |
| Tools in their stack | – | 3 | 1 |
| People on Advicer.bio | – | 5 | 32 |
From each firm's latest Form ADV (May 2026, Sep 2026, Oct 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: Central Pine Capital, LLC: none listed · Sykon Capital LLC: Schwab · Accelerate Retirement: Fidelity, Schwab