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.
Broadview Heights, OH | Boulder, CO | ||
|---|---|---|---|
| Assets under management | $94.2M | $99M | $89.5M |
| Asset growth, last 2 years | +137% | – | +89% |
| Advisory staff | 4 | 3 | 3 |
| Individual clients | 184 | 115 | 75 |
| Assets per client | $512K | $861K | $1.2M |
| Clients per advisor | 46 | 38 | 25 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2012 or earlier | 2026 | 2018 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 4 | 3 | 2 |
From each firm's latest Form ADV (Mar 2026, Apr 2026, Jan 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: Cunningham Wealth Management: none listed · Insight, Corp.: none listed · Aldemar Research Corporation: Schwab, Interactive Brokers, Great-West Life & Annuity Insurance Company