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.
Braintree, MA | Bryn Mawr, PA | Los Angeles, CA | |
|---|---|---|---|
| Assets under management | $623.6M | $655.6M | $655.8M |
| Asset growth, last 2 years | +46% | +35% | +43% |
| Advisory staff | 6 | 3 | 3 |
| Individual clients | 1,401 | 240 | 30 |
| Assets per client | $445K | $2.7M | $21.9M |
| Clients per advisor | 234 | 80 | 10 |
| Main custodian | Fidelity | Schwab | Fidelity |
| Filing with the SEC since | 2018 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 7 | 3 | 4 |
From each firm's latest Form ADV (Aug 2026, Apr 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: Kelly Financial Services LLC: Fidelity · Mcgowan & Co LLP: Schwab · Bmb Advisers LLC: Fidelity, RBC