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.
Glen Mills, PA | Leola, PA | San Jose, CA | |
|---|---|---|---|
| Assets under management | $542.4M | $576M | $570.6M |
| Asset growth, last 2 years | +28% | +47% | +89% |
| Advisory staff | 4 | 3 | 3 |
| Individual clients | 452 | 129 | 381 |
| Assets per client | $1.2M | $4.5M | $1.5M |
| Clients per advisor | 113 | 43 | 127 |
| Main custodian | Fidelity | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2021 | 2016 |
| Tools in their stack | – | 1 | 4 |
| People on Advicer.bio | 6 | 3 | 3 |
From each firm's latest Form ADV (Oct 2026, Mar 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: Common Cents Planning: Fidelity · G&H Investments: Schwab · Ttp Investments, Inc.: Fidelity