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.
Malta, NY | Armonk, NY | ||
|---|---|---|---|
| Assets under management | $375.4M | $397M | $394.3M |
| Asset growth, last 2 years | +54% | +72% | +277% |
| Advisory staff | 4 | 4 | 2 |
| Individual clients | 1,043 | 155 | 117 |
| Assets per client | $360K | $2.6M | $3.4M |
| Clients per advisor | 261 | 39 | 59 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2020 | 2018 | 2018 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 5 | 3 | 2 |
From each firm's latest Form ADV (Aug 2026, Sep 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: Retirement Planning Group, LLC: Fidelity · Settanni Financial LLC: Schwab · Integrity Investment Advisors: Schwab