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.
Cincinnati, OH | New Albany, OH | Redwood City, CA | |
|---|---|---|---|
| Assets under management | $162.1M | $171.4M | $170.3M |
| Asset growth, last 2 years | – | +37% | +55% |
| Advisory staff | 4 | 2 | 2 |
| Individual clients | 430 | 90 | 121 |
| Assets per client | $377K | $1.9M | $1.4M |
| Clients per advisor | 108 | 45 | 61 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2024 | 2022 | 2020 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 5 | 3 | 2 |
From each firm's latest Form ADV (Feb 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: Shepherd Wealth Management: Schwab · Kennon-Green & Co.: Schwab · Redwood Park Advisors: Schwab