West Des Moines, IA | Clayton, MO | Miami, FL | |
|---|---|---|---|
| Assets under management | $1.7B | $1.79B | $1.61B |
| Asset growth, last 2 years | +42% | – | +13% |
| Advisory staff | 17 | 24 | 6 |
| Individual clients | 879 | 1,373 | 76 |
| Assets per client | $1.9M | $1.3M | $21.2M |
| Clients per advisor | 52 | 57 | 13 |
| Main custodian | Schwab | Schwab | Morgan Stanley |
| Filing with the SEC since | 2016 | 2024 | 2012 or earlier |
| Tools in their stack | 2 | – | 2 |
| People on Advicer.bio | 18 | 31 | 7 |
From each firm's latest Form ADV (Jun 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.