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.
Los Altos, CA | San Francisco, CA | White Plains, NY | |
|---|---|---|---|
| Assets under management | $105.4M | $112.3M | $110.9M |
| Asset growth, last 2 years | +13% | – | +31% |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 109 | 122 | 84 |
| Assets per client | $967K | $920K | $1.3M |
| Clients per advisor | 55 | 122 | 84 |
| Main custodian | The Huntington Investment Company | – | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2026 | 2012 or earlier |
| Tools in their stack | – | 4 | 3 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 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: Changing Parameters, LLC: The Huntington Investment Company · Pillar6 Advisors, LLC: none listed · Fox Financial Services, Inc.: Fidelity