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.
Pittsburgh, PA | Concord, CA | Milwaukee, WI | |
|---|---|---|---|
| Assets under management | $314.7M | $330.5M | $330.5M |
| Asset growth, last 2 years | +41% | +50% | −76% |
| Advisory staff | 3 | 4 | 10 |
| Individual clients | 292 | 343 | 405 |
| Assets per client | $1.1M | $964K | $816K |
| Clients per advisor | 97 | 86 | 41 |
| Main custodian | Schwab | Schwab | UBS |
| Filing with the SEC since | 2019 | 2021 | 2012 or earlier |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 3 | 4 | 3 |
From each firm's latest Form ADV (Jul 2026, Feb 2026, May 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: Wms Wealth Planners: Schwab · Insight Capital Management: Schwab · Uniplan Investment Counsel, Inc.: UBS