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.
St. Louis, MO | Topeka, KS | ||
|---|---|---|---|
| Assets under management | $135M | $141.9M | $128M |
| Asset growth, last 2 years | +41% | +26% | +16% |
| Advisory staff | 2 | 5 | 3 |
| Individual clients | 218 | 233 | 245 |
| Assets per client | $619K | $609K | $522K |
| Clients per advisor | 109 | 47 | 82 |
| Main custodian | Trade-PMR | Folio | Folio |
| Filing with the SEC since | 2012 or earlier | 2020 | 2021 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 7 | 3 |
From each firm's latest Form ADV (Aug 2026, Mar 2026, Sep 2023). 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: Carota Wealth Management: Trade-PMR · Severin Investments LLC: Folio, Schwab · Next Generation Investing, LLC: Folio, Security Benefit