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.
White Plains, NY | New York, NY | Norwalk, CT | |
|---|---|---|---|
| Assets under management | $509.7M | $540.2M | $536.1M |
| Asset growth, last 2 years | +38% | +31% | +31% |
| Advisory staff | 11 | 8 | 4 |
| Individual clients | 1,080 | 557 | 75 |
| Assets per client | $472K | $970K | $7.1M |
| Clients per advisor | 98 | 70 | 19 |
| Main custodian | SEI | Pershing | UBS |
| Filing with the SEC since | 2015 | 2012 or earlier | 2014 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 11 | 13 | 4 |
From each firm's latest Form ADV (Oct 2026, Sep 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: Madison Advisory Services, Inc.: SEI · Herold Advisors, Inc.: Pershing · Litvak Wealth, LLC: UBS, Bank Julius Baer & Co. LTD, Fidelity