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.
Lafayette Hill, PA | |||
|---|---|---|---|
| Assets under management | $40.4M | $42.4M | $42.4M |
| Asset growth, last 2 years | +35% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 5 | 66 | 9 |
| Assets per client | $8.1M | $643K | $4.7M |
| Clients per advisor | 5 | 66 | 9 |
| Main custodian | Interactive Brokers | – | – |
| Filing with the SEC since | 2023 | 2026 | 2026 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | – | 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: International Financial Planning LLC: Interactive Brokers · Vass Financial Strategies: none listed · Moneywise Financial Advisors: none listed