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.
Danbury, CT | Mount Joy, PA | Mt. Pleasant, SC | |
|---|---|---|---|
| Assets under management | $518.9M | $545.2M | $492.3M |
| Asset growth, last 2 years | +36% | +93% | +37% |
| Advisory staff | 5 | 10 | 4 |
| Individual clients | 230 | 674 | 700 |
| Assets per client | $2.3M | $809K | $703K |
| Clients per advisor | 46 | 67 | 175 |
| Main custodian | Pershing | Trade-PMR | Schwab |
| Filing with the SEC since | 2012 or earlier | 2016 | 2012 or earlier |
| Tools in their stack | – | 4 | 1 |
| People on Advicer.bio | 3 | 9 | 4 |
From each firm's latest Form ADV (Mar 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: Matson Financial Advisors, Inc.: Pershing · Stewardship Advisors, LLC: Trade-PMR, Schwab · Fusion Capital, LLC: Schwab