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.
Allentown, PA | Laguna Niguel, CA | Concord, NH | |
|---|---|---|---|
| Assets under management | $238.2M | $250.1M | $226M |
| Asset growth, last 2 years | +34% | +49% | +26% |
| Advisory staff | 2 | 4 | 1 |
| Individual clients | 677 | 207 | 186 |
| Assets per client | $352K | $1.2M | $1.2M |
| Clients per advisor | 339 | 52 | 186 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2015 | 2023 | 2012 or earlier |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 2 | 4 | 2 |
From each firm's latest Form ADV (Mar 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: Sector Analysts LLC: Schwab · Ehrlich Financial Group: Schwab · Valpey Financial Services LLC: Schwab