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 | |||
|---|---|---|---|
| Assets under management | $54.4M | $57.2M | $51.7M |
| Asset growth, last 2 years | – | +408% | +17% |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 50 | 86 | 174 |
| Assets per client | $1.1M | $665K | $297K |
| Clients per advisor | 50 | 86 | 58 |
| Main custodian | – | Schwab | Apex Clearing |
| Filing with the SEC since | 2026 | 2019 | 2017 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, May 2025, Jul 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: Hp & Associates: none listed · Prosperity Wealth Management: Schwab · Stash Wealth, LLC: Apex Clearing