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.
San Francisco, CA | Tulsa, OK | ||
|---|---|---|---|
| Assets under management | $1.01B | $1.06B | $1.06B |
| Asset growth, last 2 years | +911% | +51% | +43% |
| Advisory staff | 1 | 13 | 142 |
| Individual clients | 76 | 800 | 3,263 |
| Assets per client | $13.2M | $1.3M | $324K |
| Clients per advisor | 76 | 62 | 23 |
| Main custodian | Interactive Brokers | Schwab | Pershing |
| Filing with the SEC since | 2023 | 2017 | 2012 or earlier |
| Tools in their stack | – | 6 | – |
| People on Advicer.bio | 1 | 14 | 139 |
From each firm's latest Form ADV (Jan 2026, 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: Great Hill Capital, LLC: Interactive Brokers · Brio Financial Group: Schwab · Bok Financial Advisors: Pershing