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.
| Assets under management | $18.4M | $19.4M | $17.5M |
|---|---|---|---|
| Asset growth, last 2 years | – | +14% | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 24 | 44 | 41 |
| Assets per client | $768K | $440K | $427K |
| Clients per advisor | 24 | 22 | 41 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2026 | 2020 | 2026 |
| Tools in their stack | 2 | 1 | – |
| People on Advicer.bio | 1 | 2 | 1 |
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: Furlong Investment Solutions, LLC: none listed · Potomac Advisors, Inc.: Schwab, Guggenheim Funds Distributors, LLC, Nationwide Investment Services Corporation · Rawlings Wealth Management: none listed