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.
Tulsa, OK | Mesa, AZ | ||
|---|---|---|---|
| Assets under management | $55.2M | $58M | $52.4M |
| Asset growth, last 2 years | – | – | +18% |
| Advisory staff | 2 | 6 | 1 |
| Individual clients | 217 | 478 | 92 |
| Assets per client | $254K | $121K | $570K |
| Clients per advisor | 109 | 80 | 92 |
| Main custodian | – | – | Pershing |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 2 | 4 | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Apr 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: Coachwise Financial Solutions, Inc.: none listed · Fleming Financial Services: none listed · Wealthpro, LLC: Pershing, Exeter Trust Company