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.
Towson, MD | Chevy Chase, MD | Boston, MA | |
|---|---|---|---|
| Assets under management | $234.9M | $247M | $223.1M |
| Asset growth, last 2 years | +24% | +31% | +493% |
| Advisory staff | 2 | 2 | 6 |
| Individual clients | 139 | 175 | 270 |
| Assets per client | $1.7M | $1.4M | $826K |
| Clients per advisor | 70 | 88 | 45 |
| Main custodian | Schwab | SEI | Fidelity |
| Filing with the SEC since | 2021 | 2012 or earlier | 2021 |
| Tools in their stack | 3 | – | 5 |
| People on Advicer.bio | 2 | 2 | 7 |
From each firm's latest Form ADV (Aug 2026, Mar 2026, Jun 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: Partnership Wealth Management: Schwab · Intervest LTD: SEI · Wincap Financial LLC: Fidelity, Schwab