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.
Bethesda, MD | Annapolis, MD | Deerfield, IL | |
|---|---|---|---|
| Assets under management | $1.52B | $1.64B | $1.44B |
| Asset growth, last 2 years | +28% | +38% | +24% |
| Advisory staff | 6 | 15 | 5 |
| Individual clients | 312 | 2,664 | 200 |
| Assets per client | $4.9M | $617K | $7.2M |
| Clients per advisor | 52 | 178 | 40 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2013 | 2016 |
| Tools in their stack | 4 | 3 | – |
| People on Advicer.bio | 6 | 15 | 5 |
From each firm's latest Form ADV (Mar 2026, Oct 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: Edgemoor Investment Advisors, Inc.: Schwab, Fidelity · Scarborough Capital Management: Schwab · Parkside Investments, LLC: Fidelity