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.
Radnor, PA | Dallas, TX | ||
|---|---|---|---|
| Assets under management | $27.5M | $28.9M | $26.1M |
| Asset growth, last 2 years | – | – | +9,792% |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 8 | 18 | 4 |
| Assets per client | $3.4M | $1.6M | $6.5M |
| Clients per advisor | 8 | 18 | 2 |
| Main custodian | – | – | Pershing |
| Filing with the SEC since | 2025 | 2026 | 2021 |
| Tools in their stack | 1 | 5 | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2025, Feb 2026, May 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: Mulberry Capital Management: none listed · Traverse Private Wealth: none listed · Nexadvisors, LLC: Pershing, Folio