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.
The Woodlands, TX | College Station, TX | Troy, MI | |
|---|---|---|---|
| Assets under management | $984.6M | $1.05B | $1.03B |
| Asset growth, last 2 years | +26% | +54% | +37% |
| Advisory staff | 8 | 14 | 10 |
| Individual clients | 300 | 437 | 952 |
| Assets per client | $3.3M | $2.4M | $1.1M |
| Clients per advisor | 38 | 31 | 95 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 6 | 2 | 3 |
| People on Advicer.bio | 12 | 13 | 15 |
From each firm's latest Form ADV (Aug 2026, Oct 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.
1 tool 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: Avion Wealth: Schwab, Fidelity · Paragon Financial Advisors: Schwab · William Mack & Associates Inc: Schwab