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.
Glenview, IL | Northbrook, IL | Syracuse, NY | |
|---|---|---|---|
| Assets under management | $1.05B | $1.11B | $996.9M |
| Asset growth, last 2 years | +28% | +30% | +25% |
| Advisory staff | 10 | 2 | 8 |
| Individual clients | 438 | 189 | 399 |
| Assets per client | $2.4M | $5.9M | $2.5M |
| Clients per advisor | 44 | 95 | 50 |
| Main custodian | Schwab | Pershing | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 11 | 3 | 7 |
From each firm's latest Form ADV (Mar 2026, Apr 2026, Jan 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: Coyle: Schwab · Arthur M. Cohen & Associates LLC: Pershing · Passive Capital Management, LLC: Schwab