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.
Billings, MT | Indianapolis, IN | Cincinnati, OH | |
|---|---|---|---|
| Assets under management | $1.49B | $1.57B | $1.41B |
| Asset growth, last 2 years | +63% | +16% | +58% |
| Advisory staff | 11 | 39 | 14 |
| Individual clients | 953 | 2,193 | 1,275 |
| Assets per client | $1.6M | $714K | $1.1M |
| Clients per advisor | 87 | 56 | 91 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2014 | 2016 | 2018 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 12 | 33 | 14 |
From each firm's latest Form ADV (Jul 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.
Custodians on Form ADV: Allied Investment Advisors LLC: Schwab · Invst, LLC: Schwab · Souders Financial Advisors, LLC: Schwab, Fidelity