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.
Bingham Farms, MI | Modesto, CA | Swartz Creek, MI | |
|---|---|---|---|
| Assets under management | $316.5M | $332.4M | $299.5M |
| Asset growth, last 2 years | – | +50% | +26% |
| Advisory staff | 3 | 2 | 2 |
| Individual clients | 282 | 988 | 639 |
| Assets per client | $1.1M | $336K | $469K |
| Clients per advisor | 94 | 494 | 320 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2024 | 2021 | 2012 or earlier |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 3 | 3 | 2 |
From each firm's latest Form ADV (Mar 2026, Jun 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: Duet Advisory Services LLC: Schwab · Oliveira Wealth: Schwab · Security First Financial: Schwab