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.
New York, NY | Grand Island, NY | Providence, RI | |
|---|---|---|---|
| Assets under management | $70.7M | $74.3M | $67.2M |
| Asset growth, last 2 years | +86% | +22% | – |
| Advisory staff | 1 | 3 | 5 |
| Individual clients | 52 | 203 | 6 |
| Assets per client | $1.4M | $366K | $11.2M |
| Clients per advisor | 52 | 68 | 1 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2013 | 2018 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 4 | – |
From each firm's latest Form ADV (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: Fiduciary Management Group, LLC: Schwab · Lytle Investments: Schwab · Van Liew Capital Inc: none listed