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.
Canonsburg, PA | Broomfield, CO | Scottsdale, AZ | |
|---|---|---|---|
| Assets under management | $162.7M | $171M | $171M |
| Asset growth, last 2 years | +40% | −21% | +30% |
| Advisory staff | 2 | 3 | 1 |
| Individual clients | 214 | 364 | 56 |
| Assets per client | $760K | $470K | $3.1M |
| Clients per advisor | 107 | 121 | 56 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2023 | 2020 | 2012 or earlier |
| Tools in their stack | 3 | 2 | – |
| People on Advicer.bio | 2 | 4 | 1 |
From each firm's latest Form ADV (Feb 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: Main Advisory, Inc.: Fidelity, Axos Clearing · Cohesion Wealth Management, LLC: Schwab · Wealth Engineering, LLC: Schwab