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.
Brookfield, WI | Portland, ME | San Diego, CA | |
|---|---|---|---|
| Assets under management | $186.2M | $195.6M | $176.7M |
| Asset growth, last 2 years | −16% | +15% | +40% |
| Advisory staff | 2 | 4 | 1 |
| Individual clients | 250 | 178 | 77 |
| Assets per client | $745K | $1.1M | $2.3M |
| Clients per advisor | 125 | 45 | 77 |
| Main custodian | LPL Financial | Schwab | Fidelity |
| Filing with the SEC since | 2013 | 2012 or earlier | 2020 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 2 | 3 | 2 |
From each firm's latest Form ADV (Feb 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: Granite Financial Group: LPL Financial · Clark & Stuart Inc: Schwab · Torrey Wealth, LLC: Fidelity