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.
Omaha, NE | Beatrice, NE | Sebring, FL | |
|---|---|---|---|
| Assets under management | $150M | $158M | $157.7M |
| Asset growth, last 2 years | +36% | – | – |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 288 | 262 | 428 |
| Assets per client | $521K | $603K | $369K |
| Clients per advisor | 288 | 131 | 143 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2024 | 2024 | 2024 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (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: Intentional Retirement, LLC: Schwab · Garnett Investment Strategies: Schwab · Waypoints Financial: Schwab