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.
Grand Rapids, MI | |||
|---|---|---|---|
| Assets under management | $187.3M | $196.8M | $197M |
| Asset growth, last 2 years | +49% | +254% | +37% |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 99 | 21 | 290 |
| Assets per client | $1.9M | $9.4M | $679K |
| Clients per advisor | 99 | 21 | 97 |
| Main custodian | – | – | LPL Financial |
| Filing with the SEC since | 2024 | 2014 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 4 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Jun 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: Harbor Asset Planning, Inc.: none listed · Rei Wealth Management: none listed · Schwallier Wealth Management: LPL Financial