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.
Braintree, MA | Needham, MA | ||
|---|---|---|---|
| Assets under management | $200.1M | $210.8M | $190M |
| Asset growth, last 2 years | +13% | +41% | +18% |
| Advisory staff | 6 | 4 | 1 |
| Individual clients | 231 | 129 | 11 |
| Assets per client | $866K | $1.6M | $17.3M |
| Clients per advisor | 39 | 32 | 11 |
| Main custodian | Fidelity | Fidelity | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 6 | 3 | – |
From each firm's latest Form ADV (Feb 2026, 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: Genesis Wealth Advisors, LLC: Fidelity · Traub Capital Management: Fidelity, Schwab · Financial Horizons, Inc.: none listed