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.
Oregon City, OR | Beaverton, OR | Boca Raton, FL | |
|---|---|---|---|
| Assets under management | $360.4M | $379.8M | $378.6M |
| Asset growth, last 2 years | +32% | +136% | +46% |
| Advisory staff | 4 | 7 | 2 |
| Individual clients | 177 | 671 | 153 |
| Assets per client | $2M | $566K | $2.5M |
| Clients per advisor | 44 | 96 | 77 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2021 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 3 | 6 | 2 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Jan 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: Cascade Investment Advisors, Inc.: Schwab · Optima Capital LLC: Schwab · Boca Wealth Advisors: Schwab