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.
Jeffersonville, IN | Indianapolis, IN | ||
|---|---|---|---|
| Assets under management | $52.6M | $55.7M | $55.3M |
| Asset growth, last 2 years | – | – | +15% |
| Advisory staff | 1 | 4 | 1 |
| Individual clients | 51 | 74 | 36 |
| Assets per client | $1M | $753K | $1.5M |
| Clients per advisor | 51 | 19 | 36 |
| Main custodian | – | – | Folio |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | 1 | 3 | – |
| People on Advicer.bio | 1 | 4 | 1 |
From each firm's latest Form ADV (Feb 2026, Aug 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: Arena Wealth Advisors LLC: none listed · Blend Wealth: none listed · Validea Capital Management LLC: Folio