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.
Middleburg, VA | Walnut Creek, CA | Houston, TX | |
|---|---|---|---|
| Assets under management | $70.6M | $74.2M | $67.1M |
| Asset growth, last 2 years | +44% | – | – |
| Advisory staff | 2 | 3 | 2 |
| Individual clients | 207 | 57 | 115 |
| Assets per client | $341K | $1.3M | $583K |
| Clients per advisor | 104 | 19 | 58 |
| Main custodian | LPL Financial | – | – |
| Filing with the SEC since | 2016 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 2 | 3 | 2 |
From each firm's latest Form ADV (Mar 2026, Apr 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: Wiseman & Associates Wealth Management: LPL Financial · Hawley Advisors: none listed · Presidio Financial, LLC: none listed