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.
Yardley, PA | Pittsburgh, PA | Islip Terrace, NY | |
|---|---|---|---|
| Assets under management | $713.5M | $750.7M | $749.6M |
| Asset growth, last 2 years | +38% | +84% | +57% |
| Advisory staff | 9 | 8 | 4 |
| Individual clients | 562 | 397 | 861 |
| Assets per client | $1.3M | $1.9M | $871K |
| Clients per advisor | 62 | 50 | 215 |
| Main custodian | Pershing | Fidelity | LPL Financial |
| Filing with the SEC since | 2012 or earlier | 2020 | 2023 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 9 | 9 | 5 |
From each firm's latest Form ADV (Apr 2026, Aug 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: Ventura Wealth Management: Pershing, Schwab · Ewa, LLC: Fidelity · Rockline Wealth Management LLC: LPL Financial