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.
Middleton, WI | Appleton, WI | Cranford, NJ | |
|---|---|---|---|
| Assets under management | $565.5M | $602.8M | $594.9M |
| Asset growth, last 2 years | +32% | +47% | – |
| Advisory staff | 3 | 10 | 4 |
| Individual clients | 796 | 986 | 307 |
| Assets per client | $710K | $611K | $1.9M |
| Clients per advisor | 265 | 99 | 77 |
| Main custodian | Pershing | Fidelity | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2018 | 2024 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 4 | 11 | 3 |
From each firm's latest Form ADV (Sep 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: Googins Advisors, Inc.: Pershing, Schwab · Avaii Wealth Management, LLC: Fidelity · Virtus Wealth Solutions: Fidelity