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.
Troy, MI | Phoenixville, PA | Alexandria, VA | |
|---|---|---|---|
| Assets under management | $229.5M | $241.1M | $218M |
| Asset growth, last 2 years | +103% | +61% | +58% |
| Advisory staff | 12 | 3 | 2 |
| Individual clients | 1,182 | 90 | 56 |
| Assets per client | $194K | $2.7M | $3.9M |
| Clients per advisor | 99 | 30 | 28 |
| Main custodian | – | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2024 |
| Tools in their stack | 3 | 1 | 1 |
| People on Advicer.bio | 12 | 3 | 1 |
From each firm's latest Form ADV (May 2026, Jan 2026, Jul 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: Vima, LLC: none listed · Barnstone Advisors LLC: Schwab · Rockbridge Asset Management, LLC: Fidelity, Merrill