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.
Oak Brook, IL | Springfield, IL | Towson, MD | |
|---|---|---|---|
| Assets under management | $1.21B | $1.27B | $1.27B |
| Asset growth, last 2 years | – | +59% | +32% |
| Advisory staff | 9 | 13 | 10 |
| Individual clients | 1,336 | 662 | 648 |
| Assets per client | $905K | $1.9M | $2M |
| Clients per advisor | 148 | 51 | 65 |
| Main custodian | – | Schwab | Fidelity |
| Filing with the SEC since | 2024 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 4 | – |
| People on Advicer.bio | 10 | 14 | 7 |
From each firm's latest Form ADV (Feb 2026, Jan 2026, May 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: Chicago Oakbrook Financial Group: none listed · Keb Wealth Advisors: Schwab, Fidelity · Financial Council, LLC: Fidelity