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.
Lexington, MA | Swampscott, MA | Mount Kisco, NY | |
|---|---|---|---|
| Assets under management | $17.6M | $18.6M | $16.7M |
| Asset growth, last 2 years | −74% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 3 | 27 | 22 |
| Assets per client | $5.9M | $689K | $760K |
| Clients per advisor | 3 | 27 | 22 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, 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.