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.
Beech Grove, IN | New York, NY | Cody, WY | |
|---|---|---|---|
| Assets under management | $130M | $136.6M | $123.3M |
| Asset growth, last 2 years | – | +111% | +123% |
| Advisory staff | 1 | 4 | 4 |
| Individual clients | 300 | 78 | 208 |
| Assets per client | $433K | $1.8M | $593K |
| Clients per advisor | 300 | 20 | 52 |
| Main custodian | – | Schwab | LPL Financial |
| Filing with the SEC since | 2026 | 2022 | 2022 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 1 | 4 | 5 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Feb 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: Henthorn Agency, Inc.: none listed · Re-Envision Wealth: Schwab, Mtg, LLC, Altruist · O'donnell Wealth Management: LPL Financial