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.
Ardmore, OK | Ketchum, ID | Wyomissing, PA | |
|---|---|---|---|
| Assets under management | $318.3M | $334.4M | $334.7M |
| Asset growth, last 2 years | +29% | +84% | +21% |
| Advisory staff | 4 | 7 | 6 |
| Individual clients | 690 | 367 | 180 |
| Assets per client | $461K | $911K | $1.9M |
| Clients per advisor | 173 | 52 | 30 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2017 | 2018 | 2012 or earlier |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 4 | 7 | 6 |
From each firm's latest Form ADV (Apr 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: Fmi: Schwab · American Capital Advisory, LLC: Schwab · Weik Capital Management: Schwab