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.
Timonium, MD | Burr Ridge, IL | ||
|---|---|---|---|
| Assets under management | $290M | $304.5M | $275.3M |
| Asset growth, last 2 years | – | +33% | +30% |
| Advisory staff | 2 | 3 | 10 |
| Individual clients | 259 | 421 | 508 |
| Assets per client | $1.1M | $723K | $542K |
| Clients per advisor | 130 | 140 | 51 |
| Main custodian | Principal Securities, Inc. | LPL Financial | Schwab |
| Filing with the SEC since | 2024 | 2015 | 2018 |
| Tools in their stack | 2 | – | 2 |
| People on Advicer.bio | 4 | 4 | 10 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Apr 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: Full Financial Inc.: Principal Securities, Inc. · Hergenroeder Financial Advisors, Inc.: LPL Financial · 4wealth Advisors, Inc.: Schwab, Matrix Trust