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.
Holladay, UT | Feasterville, PA | Chicago, IL | |
|---|---|---|---|
| Assets under management | $369.7M | $388.5M | $388.8M |
| Asset growth, last 2 years | +61% | +83% | +53% |
| Advisory staff | 5 | 3 | 12 |
| Individual clients | 307 | 356 | 797 |
| Assets per client | $1.2M | $1.1M | $488K |
| Clients per advisor | 61 | 119 | 66 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2021 | 2012 or earlier | 2015 |
| Tools in their stack | 2 | 1 | – |
| People on Advicer.bio | 5 | 2 | 12 |
From each firm's latest Form ADV (Mar 2026, Aug 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: Interwise: Schwab · Costello Asset Management, Inc.: Schwab · Rcm Wealth Advisors: Schwab, Interactive Brokers