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.
Asheville, NC | West Hartford, CT | Auburn, IN | |
|---|---|---|---|
| Assets under management | $498.9M | $524M | $524.2M |
| Asset growth, last 2 years | +33% | +27% | +51% |
| Advisory staff | 4 | 3 | 6 |
| Individual clients | 420 | 41 | 815 |
| Assets per client | $1.2M | $12.8M | $643K |
| Clients per advisor | 105 | 14 | 136 |
| Main custodian | LPL Financial | – | Fidelity |
| Filing with the SEC since | 2014 | 2012 or earlier | 2014 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 4 | 1 | 6 |
From each firm's latest Form ADV (Mar 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: Act Advisors: LPL Financial, Schwab · Conifer Investments LTD: none listed · Pathway Financial Advisers, LLC: Fidelity