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.
Williamsville, NY | New York, NY | Shreveport, LA | |
|---|---|---|---|
| Assets under management | $717M | $761.9M | $681.2M |
| Asset growth, last 2 years | +16% | +67% | +32% |
| Advisory staff | 4 | 4 | 3 |
| Individual clients | 289 | 117 | 330 |
| Assets per client | $2.5M | $6.5M | $2.1M |
| Clients per advisor | 72 | 29 | 110 |
| Main custodian | Schwab | Schwab | Raymond James |
| Filing with the SEC since | 2012 or earlier | 2013 | 2022 |
| Tools in their stack | 1 | 1 | 1 |
| People on Advicer.bio | 7 | 5 | 3 |
From each firm's latest Form ADV (Aug 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: Dopkins Wealth Management, LLC: Schwab · Perennial: Schwab · Lees Monsour Group: Raymond James