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.
Annapolis, MD | Baltimore, MD | Tampa, FL | |
|---|---|---|---|
| Assets under management | $1.64B | $1.74B | $1.73B |
| Asset growth, last 2 years | +38% | +34% | −40% |
| Advisory staff | 15 | 11 | 14 |
| Individual clients | 2,664 | 725 | 127 |
| Assets per client | $617K | $2.4M | $13.6M |
| Clients per advisor | 178 | 66 | 9 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2013 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 3 | 4 | – |
| People on Advicer.bio | 15 | 11 | 14 |
From each firm's latest Form ADV (Oct 2026, 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: Scarborough Capital Management: Schwab · Wbh Advisory, Inc.: Schwab, Fidelity · Agw Capital Advisors: Schwab