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.
Leawood, KS | San Francisco, CA | San Francisco, CA | |
|---|---|---|---|
| Assets under management | $4.16B | $4.38B | $3.94B |
| Asset growth, last 2 years | +80% | +73% | +147% |
| Advisory staff | 33 | 5 | 8 |
| Individual clients | 4,748 | 64 | 18 |
| Assets per client | $877K | $68.4M | $218.8M |
| Clients per advisor | 144 | 13 | 2 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2022 | 2015 |
| Tools in their stack | 4 | 2 | 1 |
| People on Advicer.bio | 325 | 12 | 6 |
From each firm's latest Form ADV (Sep 2026, Jul 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: Cetera Planning Partners: Schwab, Fidelity · Syon Capital LLC: Schwab · Vernal Point Advisors, LLC: Schwab, J.P. Morgan, Pershing