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.
Naperville, IL | Bryn Mawr, PA | Burlington, VT | |
|---|---|---|---|
| Assets under management | $623.4M | $655.6M | $655.7M |
| Asset growth, last 2 years | +34% | +35% | +24% |
| Advisory staff | 8 | 3 | 5 |
| Individual clients | 399 | 240 | 232 |
| Assets per client | $1.6M | $2.7M | $2.8M |
| Clients per advisor | 50 | 80 | 46 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 2 | 1 | 1 |
| People on Advicer.bio | 7 | 3 | 4 |
From each firm's latest Form ADV (Jul 2026, Apr 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: Dhjj Financial Advisors: Schwab · Mcgowan & Co LLP: Schwab · Rock Point Advisors, LLC: Schwab, Fidelity