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.
Kinnelon, NJ | Keller, TX | ||
|---|---|---|---|
| Assets under management | $456.2M | $479.5M | $479M |
| Asset growth, last 2 years | −9% | +28% | +63% |
| Advisory staff | 4 | 2 | 10 |
| Individual clients | 117 | 171 | 193 |
| Assets per client | $3.9M | $2.8M | $2.5M |
| Clients per advisor | 29 | 86 | 19 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2020 | 2012 or earlier | 2019 |
| Tools in their stack | – | 3 | 2 |
| People on Advicer.bio | 3 | 2 | 10 |
From each firm's latest Form ADV (Jan 2026, Feb 2026, Jul 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: Five Oceans Advisors: Schwab · Asset Advisory Group, Inc.: Schwab · Keener Financial Planning: Schwab