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.
Urbandale, IA | Boston, MA | ||
|---|---|---|---|
| Assets under management | $213.2M | $223.9M | $202.5M |
| Asset growth, last 2 years | +76% | +99% | +97% |
| Advisory staff | 4 | 2 | 26 |
| Individual clients | 298 | 95 | 751 |
| Assets per client | $715K | $2.4M | $270K |
| Clients per advisor | 75 | 48 | 29 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2021 | 2022 | 2023 |
| Tools in their stack | 2 | 1 | 2 |
| People on Advicer.bio | 4 | 2 | 22 |
From each firm's latest Form ADV (Feb 2026, 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: Ao Wealth Advisory: Schwab · Kokua Capital Management: Schwab · Keenan Financial: Fidelity