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.
Rutland, VT | Gladstone, MO | Erie, PA | |
|---|---|---|---|
| Assets under management | $27.1M | $28.5M | $25.7M |
| Asset growth, last 2 years | – | – | +48% |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 106 | 37 | 64 |
| Assets per client | $256K | $770K | $402K |
| Clients per advisor | 53 | 19 | 64 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | 6 | – | – |
| People on Advicer.bio | 2 | 2 | 2 |
From each firm's latest Form ADV (Aug 2026, Apr 2026, Mar 2024). 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.