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.
Atlanta, GA | Bentonville, AR | ||
|---|---|---|---|
| Assets under management | $1.4M | $1.4M | $1.3M |
| Asset growth, last 2 years | – | −16% | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 5 | 9 | 8 |
| Assets per client | $271K | $159K | $161K |
| Clients per advisor | 5 | 5 | 8 |
| Main custodian | – | Interactive Brokers | – |
| Filing with the SEC since | 2023 | 2020 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | – | – | 1 |
From each firm's latest Form ADV (Aug 2023, May 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: Desert Financial Advisers: none listed · Wolverine Investment Advisors, LLC: Interactive Brokers · Do Wealth Different: none listed