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.
Salt Lake City, UT | |||
|---|---|---|---|
| Assets under management | $103.5M | $108.7M | $108.7M |
| Asset growth, last 2 years | −0% | – | +194% |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 175 | 55 | 296 |
| Assets per client | $591K | $2M | $367K |
| Clients per advisor | 88 | 55 | 99 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Feb 2026, Jun 2026, Jul 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: Ag Financial: Schwab · Sm Scherr Financial LLC: none listed · Safe Harbor Retirement Planners: none listed