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.
New York, NY | Greenwich, CT | Liverpool, NY | |
|---|---|---|---|
| Assets under management | $93M | $97.7M | $87.7M |
| Asset growth, last 2 years | +16% | – | −46% |
| Advisory staff | 5 | 1 | 15 |
| Individual clients | 126 | 20 | 497 |
| Assets per client | $738K | $4.9M | $176K |
| Clients per advisor | 25 | 20 | 33 |
| Main custodian | Pershing | – | Axos Clearing |
| Filing with the SEC since | 2012 or earlier | 2026 | 2017 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 5 | 2 | 19 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Aug 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: Oppenheimer + Close, LLC: Pershing · Shearman, Ralston Inc.: none listed · Ibn Financial Services, Inc: Axos Clearing, Schwab