From each firm's latest Form ADV (Feb 2026, Sep 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.
Firms update assets in their annual Form ADV filing, usually by the end of March.
Assets under management
Townsend Wealth Management
Moler Capital Management
Gehrig Capital Management, Inc.
Advisory staff
Townsend Wealth Management
Moler Capital Management
Gehrig Capital Management, Inc.
Individual clients
Townsend Wealth Management
Moler Capital Management
Gehrig Capital Management, Inc.
Tech stacks
None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.
Custodians on Form ADV: Townsend Wealth Management: Schwab · Moler Capital Management: Schwab · Gehrig Capital Management, Inc.: Fidelity
