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 | Columbus, OH | |
|---|---|---|---|
| Assets under management | $725.5M | $761.9M | $688.1M |
| Asset growth, last 2 years | +82% | +67% | +174% |
| Advisory staff | 2 | 4 | 32 |
| Individual clients | 663 | 117 | 1,716 |
| Assets per client | $1.1M | $6.5M | $401K |
| Clients per advisor | 332 | 29 | 54 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2013 | 2023 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 3 | 5 | 34 |
From each firm's latest Form ADV (Jan 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: Bright Financial Advisors, Inc.: Schwab · Perennial: Schwab · Signature Equity Partners, LLC: Fidelity, Schwab