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.
Grand Rapids, MI | Marshall, MI | San Diego, CA | |
|---|---|---|---|
| Assets under management | $435.1M | $462.9M | $413.2M |
| Asset growth, last 2 years | +73% | +41% | +65% |
| Advisory staff | 4 | 3 | 2 |
| Individual clients | 491 | 574 | 383 |
| Assets per client | $886K | $806K | $1.1M |
| Clients per advisor | 123 | 191 | 192 |
| Main custodian | Schwab | Schwab | Pershing |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 4 | 4 | 2 |
From each firm's latest Form ADV (Mar 2026, Sep 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: Family Capital Management: Schwab · Miller Financial Services LLC: Schwab, Fidelity, TIAA-Cref Individual & Institutional Services, LLC · Ted Buchan & Company: Pershing