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.
Louisville, KY | Chappaqua, NY | ||
|---|---|---|---|
| Assets under management | $467M | $490.5M | $443.6M |
| Asset growth, last 2 years | +64% | +35% | +65% |
| Advisory staff | 5 | 8 | 3 |
| Individual clients | 1,210 | 539 | 231 |
| Assets per client | $386K | $910K | $1.9M |
| Clients per advisor | 242 | 67 | 77 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2020 | 2012 or earlier | 2022 |
| Tools in their stack | – | 3 | 2 |
| People on Advicer.bio | 4 | 8 | 3 |
From each firm's latest Form ADV (Jul 2026, Jun 2026, Jan 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 Solutions, LLC: Schwab · Samalin Wealth: Fidelity · Stone Summit Wealth LLC: Schwab