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.
White Plains, NY | New York, NY | New York, NY | |
|---|---|---|---|
| Assets under management | $125.3M | $132.8M | $132.9M |
| Asset growth, last 2 years | −1% | +246% | +12% |
| Advisory staff | 1 | 4 | 1 |
| Individual clients | 54 | 5 | 98 |
| Assets per client | $2.3M | $26.6M | $1.4M |
| Clients per advisor | 54 | 1 | 98 |
| Main custodian | Schwab | J.P. Morgan | Schwab |
| Filing with the SEC since | 2017 | 2017 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Feb 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: Downtown Investment Advisory: Schwab, Interactive Brokers · Ari Group, LLC: J.P. Morgan, Interactive Brokers · Safran Wealth Advisors, LLC: Schwab