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.
Fort Washington, PA | Carmel, IN | Waltham, MA | |
|---|---|---|---|
| Assets under management | $21.99B | $23.33B | $23.58B |
| Asset growth, last 2 years | +28% | +28% | +90% |
| Advisory staff | 874 | 36 | 491 |
| Individual clients | 138,132 | 589 | 29,187 |
| Assets per client | $159K | $39.6M | $808K |
| Clients per advisor | 158 | 16 | 59 |
| Main custodian | Lincoln Investment Planning, LLC | Fidelity | LPL Financial |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2016 |
| Tools in their stack | – | 4 | – |
| People on Advicer.bio | 907 | 50 | 392 |
From each firm's latest Form ADV (Oct 2026, Jul 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: Lincoln Investment: Lincoln Investment Planning, LLC · Oxford Financial Group, LTD: Fidelity, Pershing · Integrated Wealth Concepts LLC: LPL Financial, Schwab, Fidelity