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.
Las Vegas, NV | Salt Lake City, UT | Rochester, MI | |
|---|---|---|---|
| Assets under management | $1.2B | $1.27B | $1.27B |
| Asset growth, last 2 years | +21% | +24% | +17% |
| Advisory staff | 10 | 10 | 6 |
| Individual clients | 377 | 843 | 1,620 |
| Assets per client | $3.2M | $1.5M | $782K |
| Clients per advisor | 38 | 84 | 270 |
| Main custodian | Fidelity | SEI | Schwab |
| Filing with the SEC since | 2013 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 11 | 11 | 18 |
From each firm's latest Form ADV (Sep 2026, Aug 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: Arista Wealth Management, LLC: Fidelity, Schwab, Pcs Retirement LLC · Truenorth Wealth: SEI, Ascensus Broker Dealer Services, LLC · Managed Asset Portfolios, LLC: Schwab