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.
Portage, MI | New York, NY | Manhattan Beach, CA | |
|---|---|---|---|
| Assets under management | $725.5M | $761.9M | $763.2M |
| Asset growth, last 2 years | +82% | +67% | +19% |
| Advisory staff | 2 | 4 | 6 |
| Individual clients | 663 | 117 | 975 |
| Assets per client | $1.1M | $6.5M | $783K |
| Clients per advisor | 332 | 29 | 163 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2013 | 2019 |
| Tools in their stack | 1 | 1 | 1 |
| People on Advicer.bio | 3 | 5 | 6 |
From each firm's latest Form ADV (Jan 2026, Mar 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: Bright Financial Advisors, Inc.: Schwab · Perennial: Schwab · Jeppson Wealth Management, LLC: Schwab