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.
Bloomington, IN | Indianapolis, IN | Greenwood Village, CO | |
|---|---|---|---|
| Assets under management | $595.6M | $628M | $625.6M |
| Asset growth, last 2 years | +56% | +11% | – |
| Advisory staff | 21 | 4 | 5 |
| Individual clients | 1,078 | 612 | 230 |
| Assets per client | $552K | $1M | $2.7M |
| Clients per advisor | 51 | 153 | 46 |
| Main custodian | Raymond James | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2024 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 11 | 5 | 5 |
From each firm's latest Form ADV (Feb 2026, 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: Cfci: Raymond James · Meridian Investment Advisors, Inc.: Fidelity · Impact Capital Partners LLC: Schwab