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.
Overland Park, KS | Wexford, PA | Cincinnati, OH | |
|---|---|---|---|
| Assets under management | $276.3M | $290.3M | $290.2M |
| Asset growth, last 2 years | +151% | +28% | +115% |
| Advisory staff | 5 | 3 | 4 |
| Individual clients | 274 | 137 | 257 |
| Assets per client | $1M | $2.1M | $1.1M |
| Clients per advisor | 55 | 46 | 64 |
| Main custodian | LPL Financial | Schwab | UBS |
| Filing with the SEC since | 2022 | 2018 | 2012 or earlier |
| Tools in their stack | 3 | 2 | 1 |
| People on Advicer.bio | 5 | 4 | 5 |
From each firm's latest Form ADV (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: Centerpoint Advisory Group, LLC: LPL Financial · Aspire Wealth Architects: Schwab · Mbia Capital Advisors: UBS