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.
Hinsdale, IL | Northfield, IL | Katonah, NY | |
|---|---|---|---|
| Assets under management | $120.1M | $127.1M | $113.9M |
| Asset growth, last 2 years | +9% | – | +55% |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 153 | 83 | 97 |
| Assets per client | $785K | $1.5M | $1.2M |
| Clients per advisor | 153 | 83 | 49 |
| Main custodian | – | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2023 | 2020 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | – | – | 2 |
From each firm's latest Form ADV (Feb 2026, Jun 2023, 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: Hinsdale Associates: none listed · Strategic Portfolio Managers: Schwab · Atwob: Schwab