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.
Seattle, WA | Bellevue, WA | Kirkland, WA | |
|---|---|---|---|
| Assets under management | $299.2M | $316.2M | $283.7M |
| Asset growth, last 2 years | +14% | +143% | +28% |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 99 | 68 | 150 |
| Assets per client | $3M | $4.7M | $1.9M |
| Clients per advisor | 50 | 68 | 75 |
| Main custodian | – | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2021 | 2019 |
| Tools in their stack | 3 | – | 4 |
| People on Advicer.bio | 3 | 1 | 2 |
From each firm's latest Form ADV (Apr 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: Hamrick Investment Counsel, LLC: none listed · Wealthcollab: Schwab · Kaizen Financial Advisors, LLC: Schwab