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.
Irving, TX | New York, NY | ||
|---|---|---|---|
| Assets under management | $217.2M | $228.1M | $228.2M |
| Asset growth, last 2 years | +30% | +6% | +5% |
| Advisory staff | 1 | 4 | 6 |
| Individual clients | 116 | 357 | 185 |
| Assets per client | $1.9M | $639K | $1.2M |
| Clients per advisor | 116 | 89 | 31 |
| Main custodian | Schwab | Tradestation Securities, Inc. | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 4 | 1 |
From each firm's latest Form ADV (Mar 2026, Jun 2026, Aug 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: Sheridan Capital Management, LLC: Schwab · Snider Advisors: Tradestation Securities, Inc., Interactive Brokers · Boyar Asset Management, Inc.: Fidelity