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.
Rochester, NY | New York, NY | Mount Kisco, NY | |
|---|---|---|---|
| Assets under management | $15.8M | $16.8M | $16.7M |
| Asset growth, last 2 years | −80% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 5 | 11 | 22 |
| Assets per client | $3.2M | $1.5M | $760K |
| Clients per advisor | 5 | 11 | 22 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2013 | 2016 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 1 | 1 |
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: Highroad Wealth Advisers, LLC: Schwab · Blaine Capital, LLC: none listed · Kingsland Investments: none listed