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.
Peoria, IL | Metairie, LA | Fountain Hills, AZ | |
|---|---|---|---|
| Assets under management | $289.1M | $303.8M | $303.8M |
| Asset growth, last 2 years | +44% | – | +45% |
| Advisory staff | 4 | 1 | 5 |
| Individual clients | 145 | 138 | 335 |
| Assets per client | $2M | $2.2M | $907K |
| Clients per advisor | 36 | 138 | 67 |
| Main custodian | Schwab | Wells Fargo | Schwab |
| Filing with the SEC since | 2012 or earlier | 2024 | 2019 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 5 | 2 | 8 |
From each firm's latest Form ADV (May 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: Guardian Wealth Management Inc.: Schwab · Guilbault Capital: Wells Fargo · Key Group Management, Inc.: Schwab