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.
Rockford, IL | Chicago, IL | Bloomfield Hills, MI | |
|---|---|---|---|
| Assets under management | $439.2M | $464.4M | $461.6M |
| Asset growth, last 2 years | +2% | +6% | +21% |
| Advisory staff | 5 | 2 | 8 |
| Individual clients | 397 | 31 | 478 |
| Assets per client | $1.1M | $15M | $966K |
| Clients per advisor | 79 | 16 | 60 |
| Main custodian | Fidelity | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2015 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 4 | – | 7 |
From each firm's latest Form ADV (Jun 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: Bates Financial Advisors, Inc.: Fidelity · Cypress Capital Partners, LLC: Fidelity · Gainplan LLC: Schwab