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.
Hixson, TN | Holladay, UT | Ketchum, ID | |
|---|---|---|---|
| Assets under management | $352.1M | $369.7M | $334.4M |
| Asset growth, last 2 years | +77% | +61% | +84% |
| Advisory staff | 6 | 5 | 7 |
| Individual clients | 442 | 307 | 367 |
| Assets per client | $797K | $1.2M | $911K |
| Clients per advisor | 74 | 61 | 52 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2021 | 2018 |
| Tools in their stack | – | 2 | 2 |
| People on Advicer.bio | 6 | 5 | 7 |
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: Innovative Advisory Partners, LLC: Schwab · Interwise: Schwab · American Capital Advisory, LLC: Schwab