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.
Dyer, IN | New York, NY | Chattanooga, TN | |
|---|---|---|---|
| Assets under management | $88.5M | $93M | $84.1M |
| Asset growth, last 2 years | – | +16% | – |
| Advisory staff | 2 | 5 | 2 |
| Individual clients | 266 | 126 | 240 |
| Assets per client | $333K | $738K | $350K |
| Clients per advisor | 133 | 25 | 120 |
| Main custodian | – | Pershing | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 2 | 5 | 3 |
From each firm's latest Form ADV (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: Wisely Advised: none listed · Oppenheimer + Close, LLC: Pershing · Stone Bridge Asset Management, LLC: none listed