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.
Washington, DC | Austin, TX | Las Vegas, NV | |
|---|---|---|---|
| Assets under management | $1.27B | $1.34B | $1.2B |
| Asset growth, last 2 years | +22% | +363% | +21% |
| Advisory staff | 17 | 47 | 10 |
| Individual clients | 539 | 2,937 | 377 |
| Assets per client | $2.4M | $455K | $3.2M |
| Clients per advisor | 32 | 62 | 38 |
| Main custodian | Fidelity | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2023 | 2013 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 11 | 55 | 11 |
From each firm's latest Form ADV (Jun 2026, Jul 2026, Sep 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: Armstrong, Fleming & Moore, Inc.: Fidelity · Victory Financial: Schwab · Arista Wealth Management, LLC: Fidelity, Schwab, Pcs Retirement LLC