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.
Overland Park, KS | Overland Park,, KS | San Francisco, CA | |
|---|---|---|---|
| Assets under management | $2.54B | $2.77B | $2.41B |
| Asset growth, last 2 years | +48% | +44% | +20% |
| Advisory staff | 123 | 7 | 4 |
| Individual clients | 12,362 | 3,537 | 148 |
| Assets per client | $206K | $783K | $16.3M |
| Clients per advisor | 101 | 505 | 37 |
| Main custodian | Pershing | Fidelity | Schwab |
| Filing with the SEC since | 2013 | 2012 or earlier | 2014 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 129 | 6 | 4 |
From each firm's latest Form ADV (Oct 2026, Aug 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: Creativeone Securities, LLC: Pershing, Schwab · Mariner: Fidelity · Sentry Advisors, LLC: Schwab, Fidelity