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.
New York, NY | New York, NY | Tigard, OR | |
|---|---|---|---|
| Assets under management | $430M | $455.4M | $408.1M |
| Asset growth, last 2 years | +8% | +25% | +56% |
| Advisory staff | 5 | 1 | 7 |
| Individual clients | 15 | 109 | 400 |
| Assets per client | $28.7M | $4.2M | $1M |
| Clients per advisor | 3 | 109 | 57 |
| Main custodian | J.P. Morgan | Pershing | Schwab |
| Filing with the SEC since | 2012 or earlier | 2016 | 2020 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | – | 1 | 7 |
From each firm's latest Form ADV (Sep 2026, Apr 2026, Jul 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: Diker Management LLC: J.P. Morgan · Sicart Associates, LLC: Pershing · Range Financial Group, LLC: Schwab