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 Mill, SC | New York, NY | Parsippany, NJ | |
|---|---|---|---|
| Assets under management | $24.94B | $26.52B | $26.35B |
| Asset growth, last 2 years | – | +1,744% | +229% |
| Advisory staff | 4,492 | 168 | 216 |
| Individual clients | 102,071 | 15,155 | 17,809 |
| Assets per client | $244K | $1.8M | $1.5M |
| Clients per advisor | 23 | 90 | 82 |
| Main custodian | – | Schwab | Fidelity |
| Filing with the SEC since | 2024 | 2012 or earlier | 2018 |
| Tools in their stack | 9 | – | 3 |
| People on Advicer.bio | 1709 | 233 | 230 |
From each firm's latest Form ADV (Oct 2026, Aug 2026, Sep 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: Lpl Enterprise, LLC: none listed · Arax Advisory Partners: Schwab, Fidelity · Summit Financial, LLC: Fidelity, Schwab