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.
Annapolis, MD | Gaithersburg, MD | Katy, TX | |
|---|---|---|---|
| Assets under management | $319M | $336.7M | $335.2M |
| Asset growth, last 2 years | +62% | +19% | +51% |
| Advisory staff | 4 | 2 | 2 |
| Individual clients | 420 | 230 | 264 |
| Assets per client | $759K | $1.5M | $1.3M |
| Clients per advisor | 105 | 115 | 132 |
| Main custodian | – | Schwab | Schwab |
| Filing with the SEC since | 2019 | 2012 or earlier | 2018 |
| Tools in their stack | 6 | 1 | – |
| People on Advicer.bio | 6 | 2 | 2 |
From each firm's latest Form ADV (Oct 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.
Custodians on Form ADV: Valuewealth Services, LLC: none listed · Kilner Capital Advisors, LLC: Schwab · Trisperity Advisors, LLC: Schwab