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.
Scottsdale, AZ | |||
|---|---|---|---|
| Assets under management | $20M | $21M | $21M |
| Asset growth, last 2 years | – | – | +178% |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 100 | 27 | 25 |
| Assets per client | $200K | $778K | $840K |
| Clients per advisor | 50 | 27 | 25 |
| Main custodian | – | – | Gemini Trust Company LLC |
| Filing with the SEC since | 2026 | 2026 | 2021 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (May 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: Capital Retirement Planning, LLC: none listed · Alongside Financial Partners: none listed · Nabers Wealth LLC: Gemini Trust Company LLC, Schwab