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.
Farmington, UT | Fort Collins, CO | ||
|---|---|---|---|
| Assets under management | $303.7M | $319M | $319.2M |
| Asset growth, last 2 years | −8% | +21% | +50% |
| Advisory staff | 1 | 12 | 3 |
| Individual clients | 157 | 565 | 252 |
| Assets per client | $1.9M | $565K | $1.3M |
| Clients per advisor | 157 | 47 | 84 |
| Main custodian | Schwab | SEI | Schwab |
| Filing with the SEC since | 2021 | 2018 | 2021 |
| Tools in their stack | 2 | 3 | 1 |
| People on Advicer.bio | 1 | 12 | 3 |
From each firm's latest Form ADV (Mar 2026, Feb 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: Ceera Investments, LLC: Schwab · Promontory Financial Planning, LLC: SEI · Theory Financial: Schwab