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.
Dallas, TX | Tulsa, OK | Liverpool, NY | |
|---|---|---|---|
| Assets under management | $83.3M | $87.6M | $87.7M |
| Asset growth, last 2 years | +19% | – | −46% |
| Advisory staff | 3 | 4 | 15 |
| Individual clients | 113 | 76 | 497 |
| Assets per client | $738K | $1.2M | $176K |
| Clients per advisor | 38 | 19 | 33 |
| Main custodian | – | – | Axos Clearing |
| Filing with the SEC since | 2012 or earlier | 2026 | 2017 |
| Tools in their stack | 2 | – | 2 |
| People on Advicer.bio | 2 | 4 | 19 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Aug 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: 7th Harvest Investments: none listed · Chartmark Investments, Inc.: none listed · Ibn Financial Services, Inc: Axos Clearing, Schwab