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.
Nashville, TN | Westlake Village, CA | Urbandale, IA | |
|---|---|---|---|
| Assets under management | $393.9M | $413.8M | $413.9M |
| Asset growth, last 2 years | +106% | +33% | +81% |
| Advisory staff | 3 | 4 | 4 |
| Individual clients | 414 | 242 | 490 |
| Assets per client | $951K | $1.7M | $845K |
| Clients per advisor | 138 | 61 | 123 |
| Main custodian | Schwab | Wells Fargo | Schwab |
| Filing with the SEC since | 2022 | 2017 | 2017 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 3 | 4 | 4 |
From each firm's latest Form ADV (Mar 2026, Feb 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: Aj Advisors: Schwab · Oak Asset Management, LLC: Wells Fargo · Mokosak Advisory Group, LLC: Schwab