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.
Las Vegas, NV | Portland, OR | Tempe, AZ | |
|---|---|---|---|
| Assets under management | $78.9M | $82.8M | $74.9M |
| Asset growth, last 2 years | – | +80% | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 71 | 170 | 109 |
| Assets per client | $1.1M | $487K | $687K |
| Clients per advisor | 36 | 85 | 109 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Mar 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.