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.
Monroeville, PA | Leola, PA | Pittsburgh, PA | |
|---|---|---|---|
| Assets under management | $543.4M | $576M | $511.7M |
| Asset growth, last 2 years | +31% | +47% | +39% |
| Advisory staff | 3 | 3 | 2 |
| Individual clients | 456 | 129 | 78 |
| Assets per client | $1.2M | $4.5M | $6.6M |
| Clients per advisor | 152 | 43 | 39 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2021 | 2021 | 2020 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 5 | 3 | 2 |
From each firm's latest Form ADV (May 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: Marion Wealth Management: Schwab · G&H Investments: Schwab · Venator Management LLC: Schwab, BNY, U.S. Bank