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.
Appleton, WI | Pittsford, NY | Sugar Land, TX | |
|---|---|---|---|
| Assets under management | $602.8M | $633.5M | $633.5M |
| Asset growth, last 2 years | +47% | +40% | +48% |
| Advisory staff | 10 | 5 | 5 |
| Individual clients | 986 | 376 | 233 |
| Assets per client | $611K | $1.7M | $2.7M |
| Clients per advisor | 99 | 75 | 47 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2018 | 2023 | 2012 or earlier |
| Tools in their stack | – | – | 4 |
| People on Advicer.bio | 11 | 6 | 7 |
From each firm's latest Form ADV (Sep 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: Avaii Wealth Management, LLC: Fidelity · Kickstand Wealth Advisors: Schwab · Wj Interests, LLC: Schwab