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.
Wynnewood, PA | Denver, CO | Greenbrae, CA | |
|---|---|---|---|
| Assets under management | $1.92B | $2.02B | $2.03B |
| Asset growth, last 2 years | +27% | +55% | +15% |
| Advisory staff | 7 | 6 | 8 |
| Individual clients | 278 | 20 | 241 |
| Assets per client | $6.9M | $101.1M | $8.4M |
| Clients per advisor | 40 | 3 | 30 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 7 | 5 | – |
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: Conservest Capital Advisors Inc: Schwab, Fidelity · Cherry Creek Family Offices: Schwab · Fairview Capital: Schwab, Northern Trust