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 | New York, NY | West Hartford, CT | |
|---|---|---|---|
| Assets under management | $498.6M | $529.7M | $524M |
| Asset growth, last 2 years | −20% | +21% | +27% |
| Advisory staff | 2 | 10 | 3 |
| Individual clients | 342 | 1,058 | 41 |
| Assets per client | $1.5M | $501K | $12.8M |
| Clients per advisor | 171 | 106 | 14 |
| Main custodian | Pershing | Fidelity | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 3 | 19 | 1 |
From each firm's latest Form ADV (Sep 2026, Aug 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: Kahn Brothers Advisors LLC: Pershing, Schwab · Gagnon Securities, LLC: Fidelity · Conifer Investments LTD: none listed