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.
Needham, MA | Boston, MA | Braintree, MA | |
|---|---|---|---|
| Assets under management | $210.8M | $222.2M | $200.1M |
| Asset growth, last 2 years | +41% | +117% | +13% |
| Advisory staff | 4 | 3 | 6 |
| Individual clients | 129 | 87 | 231 |
| Assets per client | $1.6M | $2.6M | $866K |
| Clients per advisor | 32 | 29 | 39 |
| Main custodian | Fidelity | Pershing | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 3 | – | 6 |
From each firm's latest Form ADV (Mar 2026, Feb 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: Traub Capital Management: Fidelity, Schwab · Colrain Capital LLC: Pershing, BNY, J.P. Morgan, Fnz Trust Company, Schwab · Genesis Wealth Advisors, LLC: Fidelity