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.
Fairfield, IA | Overland Park, KS | Miami, FL | |
|---|---|---|---|
| Assets under management | $138.69B | $155.41B | $165.25B |
| Asset growth, last 2 years | +59% | +45% | +40% |
| Advisory staff | 3,496 | 367 | 620 |
| Individual clients | 355,872 | 12,933 | 25,963 |
| Assets per client | $390K | $12M | $6.4M |
| Clients per advisor | 102 | 35 | 42 |
| Main custodian | Pershing | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2022 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1698 | 387 | 683 |
From each firm's latest Form ADV (Sep 2026, Apr 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: Cambridge Investment Research Advisors, Inc.: Pershing, Fidelity · Onedigital: Fidelity, Empower, Schwab · Corient: Schwab, Fidelity