Kansas City, MO | Naperville, IL | ||
|---|---|---|---|
| Assets under management | $306.8M | $322.3M | $291.4M |
| Asset growth, last 2 years | +22% | +9% | +84% |
| Advisory staff | 7 | 16 | 5 |
| Individual clients | 524 | 227 | 187 |
| Assets per client | $585K | $1.4M | $1.6M |
| Clients per advisor | 75 | 14 | 37 |
| Main custodian | AssetMark | Axos Clearing | – |
| Filing with the SEC since | 2023 | 2018 | 2022 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 8 | 16 | 5 |
From each firm's latest Form ADV (Aug 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.