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.
Boston, MA | Boston, MA | Kokomo, IN | |
|---|---|---|---|
| Assets under management | $3.1B | $3.42B | $2.94B |
| Asset growth, last 2 years | +40% | +40% | +41% |
| Advisory staff | 27 | 57 | 155 |
| Individual clients | 2,405 | 7,280 | 10,477 |
| Assets per client | $1.3M | $470K | $281K |
| Clients per advisor | 89 | 128 | 68 |
| Main custodian | LPL Financial | LPL Financial | Fidelity |
| Filing with the SEC since | 2017 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 28 | 60 | 162 |
From each firm's latest Form ADV (Sep 2026, May 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: Winthrop Wealth: LPL Financial · Flagship Harbor Advisors, LLC: LPL Financial · Creative Financial Designs, Inc.: Fidelity, Schwab