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.
Buffalo, NY | |||
|---|---|---|---|
| Assets under management | $33M | $34.7M | $34.7M |
| Asset growth, last 2 years | +0% | – | +20% |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | – | 42 | 175 |
| Assets per client | – | $826K | $198K |
| Clients per advisor | – | 42 | 88 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2015 | 2024 | 2014 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | – | 1 | – |
From each firm's latest Form ADV (Jan 2026, Oct 2024, Nov 2021). 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.