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.
Livonia, MI | Seattle, WA | Southlake, TX | |
|---|---|---|---|
| Assets under management | $199.4M | $209.5M | $189.4M |
| Asset growth, last 2 years | +57% | +14% | +34% |
| Advisory staff | 3 | 2 | 5 |
| Individual clients | 188 | 44 | 201 |
| Assets per client | $1.1M | $4.8M | $943K |
| Clients per advisor | 63 | 22 | 40 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 3 | 2 | 4 |
From each firm's latest Form ADV (Mar 2026, Sep 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: Cnd Financial: Schwab · Runde & Co. LLC: Schwab, BNY · Solutions 4 Wealth: Schwab