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.
La Grange, IL | Chicago, IL | Bel Air, MD | |
|---|---|---|---|
| Assets under management | $1.08B | $1.16B | $1.13B |
| Asset growth, last 2 years | +38% | +16% | +39% |
| Advisory staff | 6 | 6 | 13 |
| Individual clients | 1,280 | 598 | 1,087 |
| Assets per client | $841K | $1.9M | $1M |
| Clients per advisor | 213 | 100 | 84 |
| Main custodian | LPL Financial | Raymond James | Fidelity |
| Filing with the SEC since | 2014 | 2018 | 2020 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 6 | 6 | 16 |
From each firm's latest Form ADV (Feb 2026, Jul 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: Horizon Wealth Management: LPL Financial · Lake Street: Raymond James, Schwab · The Kelly Group: Fidelity