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.
Boise, ID | New York, NY | Portsmouth, NH | |
|---|---|---|---|
| Assets under management | $1.34B | $1.41B | $1.27B |
| Asset growth, last 2 years | +57% | −6% | +255% |
| Advisory staff | 9 | 3 | 11 |
| Individual clients | 443 | 59 | 1,108 |
| Assets per client | $3M | $23.8M | $1.1M |
| Clients per advisor | 49 | 20 | 101 |
| Main custodian | Schwab | J.P. Morgan | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2015 |
| Tools in their stack | 4 | 2 | – |
| People on Advicer.bio | 10 | 3 | 12 |
From each firm's latest Form ADV (Feb 2026, Mar 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: Aspen Capital Management, LLC: Schwab · Greenline Partners: J.P. Morgan, Schwab · Arca Wealth, LLC: Schwab