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.
Chicago, IL | Chicago, IL | ||
|---|---|---|---|
| Assets under management | $483.4M | $514.8M | $459M |
| Asset growth, last 2 years | +30% | – | +12% |
| Advisory staff | 7 | 3 | 4 |
| Individual clients | 184 | 55 | 147 |
| Assets per client | $2.6M | $9.4M | $3.1M |
| Clients per advisor | 26 | 18 | 37 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2016 | 2024 | 2019 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 6 | 2 | 3 |
From each firm's latest Form ADV (Jul 2026, May 2026, 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: Altman Advisors: Schwab · Taiko Private Wealth: Schwab · Nia Impact Capital: Fidelity, Schwab