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.
Liverpool, NY | |||
|---|---|---|---|
| Assets under management | $92.3M | $96.9M | $87.7M |
| Asset growth, last 2 years | – | −20% | −46% |
| Advisory staff | 3 | 2 | 15 |
| Individual clients | 77 | 113 | 497 |
| Assets per client | $1.2M | $858K | $176K |
| Clients per advisor | 26 | 57 | 33 |
| Main custodian | – | Schwab | Axos Clearing |
| Filing with the SEC since | 2026 | 2012 or earlier | 2017 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 3 | 2 | 19 |
From each firm's latest Form ADV (Apr 2026, Jul 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: Qvg, LLC: none listed · Tweddell Goldberg Investment Management: Schwab · Ibn Financial Services, Inc: Axos Clearing, Schwab