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.
Metairie, LA | Farmington, UT | St.louis, MO | |
|---|---|---|---|
| Assets under management | $303.8M | $319M | $288.5M |
| Asset growth, last 2 years | – | +21% | +0% |
| Advisory staff | 1 | 12 | 1 |
| Individual clients | 138 | 565 | 55 |
| Assets per client | $2.2M | $565K | $5.2M |
| Clients per advisor | 138 | 47 | 55 |
| Main custodian | Wells Fargo | SEI | Schwab |
| Filing with the SEC since | 2024 | 2018 | 2012 or earlier |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 2 | 12 | – |
From each firm's latest Form ADV (Mar 2026, Feb 2026, May 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: Guilbault Capital: Wells Fargo · Promontory Financial Planning, LLC: SEI · Philip Vongontard, Cfa, LLC: Schwab