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 | Pittsford, NY | Greenwich, CT | |
|---|---|---|---|
| Assets under management | $599.4M | $633.5M | $629.9M |
| Asset growth, last 2 years | +63% | +40% | +59% |
| Advisory staff | 2 | 5 | 7 |
| Individual clients | 337 | 376 | 126 |
| Assets per client | $1.8M | $1.7M | $5M |
| Clients per advisor | 169 | 75 | 18 |
| Main custodian | Schwab | Schwab | Pershing |
| Filing with the SEC since | 2020 | 2023 | 2012 or earlier |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 6 | 8 |
From each firm's latest Form ADV (Mar 2026, Sep 2026, Dec 2025). 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: Giverny Capital Asset Management: Schwab · Kickstand Wealth Advisors: Schwab · Searle & Co.: Pershing