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.
Minneapolis, MN | Portland, OR | Charlotte, NC | |
|---|---|---|---|
| Assets under management | $1.17B | $1.23B | $1.11B |
| Asset growth, last 2 years | +35% | +21% | +29% |
| Advisory staff | 14 | 8 | 7 |
| Individual clients | 734 | 1,755 | 520 |
| Assets per client | $1.6M | $700K | $2.1M |
| Clients per advisor | 52 | 219 | 74 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2015 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 15 | 9 | 7 |
From each firm's latest Form ADV (Mar 2026, Aug 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: Financial Perspectives: Fidelity · Vision Capital Management Inc: Schwab, Fidelity · Laurel Wealth Advisors, LLC: Schwab, Fidelity