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.
Portsmouth, NH | Phoenix, AZ | Wyomissing, PA | |
|---|---|---|---|
| Assets under management | $102.3M | $107.5M | $97.1M |
| Asset growth, last 2 years | – | – | +0% |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 81 | 71 | 250 |
| Assets per client | $1.3M | $1.5M | $388K |
| Clients per advisor | 81 | 71 | 125 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | 2 | 2 | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Oct 2026, 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: Drew Wealth Management: none listed · Domask Wealth Management, LLC: none listed · Berkshire Advisors, Inc.: Schwab