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.
Allentown, PA | Leola, PA | Conshohocken, PA | |
|---|---|---|---|
| Assets under management | $548.3M | $576M | $519M |
| Asset growth, last 2 years | +12% | +47% | +82% |
| Advisory staff | 5 | 3 | 5 |
| Individual clients | 123 | 129 | 507 |
| Assets per client | $4.5M | $4.5M | $1M |
| Clients per advisor | 25 | 43 | 101 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2021 | 2019 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 4 | 3 | 9 |
From each firm's latest Form ADV (Sep 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: Hamel Associates,Inc.: Schwab · G&H Investments: Schwab · Northstar Financial Companies, Inc.: Schwab