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 | Tysons, VA | |
|---|---|---|---|
| Assets under management | $254.7M | $267.8M | $267.5M |
| Asset growth, last 2 years | +70% | +97% | +46% |
| Advisory staff | 8 | 1 | 3 |
| Individual clients | 399 | 125 | 198 |
| Assets per client | $638K | $2.1M | $1.4M |
| Clients per advisor | 50 | 125 | 66 |
| Main custodian | – | Schwab | Fidelity |
| Filing with the SEC since | 2021 | 2019 | 2017 |
| Tools in their stack | 3 | 1 | – |
| People on Advicer.bio | 7 | 1 | 4 |
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: Cap Partners, LLC: none listed · Viewpoint Capital Management: Schwab · Variant Private Wealth LLC: Fidelity