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.
Leola, PA | Radnor, PA | Louisville, KY | |
|---|---|---|---|
| Assets under management | $576M | $607M | $605.2M |
| Asset growth, last 2 years | +47% | +38% | +33% |
| Advisory staff | 3 | 2 | 6 |
| Individual clients | 129 | 12 | 440 |
| Assets per client | $4.5M | $50.6M | $1.4M |
| Clients per advisor | 43 | 6 | 73 |
| Main custodian | Schwab | UBS | Fidelity |
| Filing with the SEC since | 2021 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 3 | 2 | 7 |
From each firm's latest Form ADV (Mar 2026, Aug 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: G&H Investments: Schwab · Drexel Morgan & Co.: UBS · Atlas Brown: Fidelity