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.
Mason, OH | Lake Zurich, IL | St. George, UT | |
|---|---|---|---|
| Assets under management | $186.6M | $196.1M | $177.2M |
| Asset growth, last 2 years | +24% | +31% | – |
| Advisory staff | 3 | 1 | 3 |
| Individual clients | 558 | 128 | 628 |
| Assets per client | $334K | $1.5M | $282K |
| Clients per advisor | 186 | 128 | 209 |
| Main custodian | Schwab | Fidelity | – |
| Filing with the SEC since | 2022 | 2012 or earlier | 2024 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, Oct 2026, Feb 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: 365 Wealth Management Group: Schwab, John Hancock Distributors LLC, Interactive Brokers, Voya Financial Advisors, Inc., The Kingdom Trust Company · Trueman Brown: Fidelity · Periope, Lc: none listed