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.
Downingtown, PA | Rockville, MD | Portland, ME | |
|---|---|---|---|
| Assets under management | $186.1M | $195.5M | $195.6M |
| Asset growth, last 2 years | +23% | +132% | +15% |
| Advisory staff | 2 | 23 | 4 |
| Individual clients | 132 | 342 | 178 |
| Assets per client | $1.4M | $572K | $1.1M |
| Clients per advisor | 66 | 15 | 45 |
| Main custodian | Raymond James | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 26 | 3 |
From each firm's latest Form ADV (Feb 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: Eagle Investment Advisors: Raymond James · Atcap Partners, LLC: Fidelity · Clark & Stuart Inc: Schwab