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.
Franklin, TN | Seattle, WA | Pinehurst, NC | |
|---|---|---|---|
| Assets under management | $254.7M | $267.8M | $268.3M |
| Asset growth, last 2 years | +70% | +97% | +41% |
| Advisory staff | 8 | 1 | 3 |
| Individual clients | 399 | 125 | 684 |
| Assets per client | $638K | $2.1M | $392K |
| Clients per advisor | 50 | 125 | 228 |
| Main custodian | – | Schwab | Raymond James |
| Filing with the SEC since | 2021 | 2019 | 2018 |
| Tools in their stack | 3 | 1 | 1 |
| People on Advicer.bio | 7 | 1 | 3 |
From each firm's latest Form ADV (Jan 2026, 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: Cap Partners, LLC: none listed · Viewpoint Capital Management: Schwab · Reliant Investment Partners, LLC: Raymond James