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.
Grand Rapids, MI | Grand Rapids, MI | Bloomington, MN | |
|---|---|---|---|
| Assets under management | $410M | $435.1M | $430.6M |
| Asset growth, last 2 years | +4% | +73% | +33% |
| Advisory staff | 3 | 4 | 4 |
| Individual clients | 1,072 | 491 | 79 |
| Assets per client | $382K | $886K | $5.5M |
| Clients per advisor | 357 | 123 | 20 |
| Main custodian | Fidelity | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | – | 4 | 3 |
From each firm's latest Form ADV (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: Bemanaged: Fidelity, Vanguard · Family Capital Management: Schwab · White Pine Capital LLC: Fidelity