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.
Allen Park, MI | Tulsa, OK | ||
|---|---|---|---|
| Assets under management | $72M | $75.7M | $75.7M |
| Asset growth, last 2 years | – | – | +10% |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 121 | 90 | 83 |
| Assets per client | $595K | $841K | $912K |
| Clients per advisor | 121 | 45 | 42 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | 2 | 4 | – |
| People on Advicer.bio | 2 | 3 | 4 |
From each firm's latest Form ADV (Mar 2026, Apr 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.