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.
Cedar Rapids, IA | Hinsdale, IL | Dubuque, IA | |
|---|---|---|---|
| Assets under management | $3.84B | $4.09B | $3.55B |
| Asset growth, last 2 years | +109% | +61% | +32% |
| Advisory staff | 200 | 11 | 13 |
| Individual clients | 11,327 | 925 | 1,521 |
| Assets per client | $339K | $4.4M | $2.3M |
| Clients per advisor | 57 | 84 | 117 |
| Main custodian | – | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2020 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 231 | 11 | 15 |
From each firm's latest Form ADV (Mar 2026, Jun 2026, Aug 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: Bfc Planning, Inc.: none listed · Performance Wealth: Schwab · Steele Capital Management, Inc.: Schwab