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.
Diamond Bar, CA | W. Conshohocken, PA | ||
|---|---|---|---|
| Assets under management | $32M | $33.7M | $33.6M |
| Asset growth, last 2 years | – | – | −95% |
| Advisory staff | 2 | 1 | 10 |
| Individual clients | 61 | 109 | 4 |
| Assets per client | $525K | $309K | $8.4M |
| Clients per advisor | 31 | 109 | 0 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2014 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (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: Private Group Wealth Management, LLC: none listed · The Financial Group: none listed · Gkfo, LLC: Schwab, Pershing