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.
Liverpool, NY | New York, NY | New York, NY | |
|---|---|---|---|
| Assets under management | $87.7M | $93M | $92.4M |
| Asset growth, last 2 years | −46% | +16% | +39% |
| Advisory staff | 15 | 5 | 2 |
| Individual clients | 497 | 126 | 21 |
| Assets per client | $176K | $738K | $4.4M |
| Clients per advisor | 33 | 25 | 11 |
| Main custodian | Axos Clearing | Pershing | Pershing |
| Filing with the SEC since | 2017 | 2012 or earlier | 2013 |
| Tools in their stack | 2 | – | 3 |
| People on Advicer.bio | 19 | 5 | 2 |
From each firm's latest Form ADV (Aug 2026, Mar 2026, Jan 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: Ibn Financial Services, Inc: Axos Clearing, Schwab · Oppenheimer + Close, LLC: Pershing · Tekmen Wells LLC: Pershing