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.
Ashland, OH | Buffalo, NY | ||
|---|---|---|---|
| Assets under management | $167.9M | $176.4M | $176.4M |
| Asset growth, last 2 years | +1% | +25% | +25% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 97 | 371 | 525 |
| Assets per client | $1.7M | $475K | $336K |
| Clients per advisor | 97 | 371 | 525 |
| Main custodian | Schwab | Schwab | Raymond James |
| Filing with the SEC since | 2017 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, May 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: Lloyd Park, LLC: Schwab, Goldman Sachs · Livelsberger Financial Advisory: Schwab · Collins Advisors, LLC: Raymond James