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.
Staten Island, NY | New York, NY | Syosset, NY | |
|---|---|---|---|
| Assets under management | $142.6M | $149.9M | $150.6M |
| Asset growth, last 2 years | +51% | – | – |
| Advisory staff | 4 | 1 | 3 |
| Individual clients | 385 | – | 280 |
| Assets per client | $370K | – | $538K |
| Clients per advisor | 96 | – | 93 |
| Main custodian | Schwab | Goldman Sachs | – |
| Filing with the SEC since | 2017 | 2024 | 2024 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 4 | 1 | 3 |
From each firm's latest Form ADV (Feb 2026, Jun 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.
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: Vcp Financial LLC: Schwab · Cavalcade Capital LLC: Goldman Sachs, J.P. Morgan, Merrill · Old Bridge Wealth, Inc: none listed