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.
Sacramento, CA | Morgantown, PA | ||
|---|---|---|---|
| Assets under management | $32.1M | $33.7M | $30.5M |
| Asset growth, last 2 years | – | −91% | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 65 | 141 | 42 |
| Assets per client | $494K | $239K | $726K |
| Clients per advisor | 65 | 47 | 42 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2025 | 2022 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Mar 2025, Apr 2026, Aug 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: Lal LTD.: none listed · Strategic Advocates, LLC: Schwab · Elliker Financial: none listed