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.
Puyallup, WA | Bellingham, WA | Fort Worth, TX | |
|---|---|---|---|
| Assets under management | $238.8M | $252.4M | $250.8M |
| Asset growth, last 2 years | +28% | +65% | +35% |
| Advisory staff | 3 | 3 | 2 |
| Individual clients | 289 | 146 | 194 |
| Assets per client | $826K | $1.7M | $1.3M |
| Clients per advisor | 96 | 49 | 97 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2021 | 2012 or earlier | 2017 |
| Tools in their stack | 5 | 2 | – |
| People on Advicer.bio | 3 | 4 | 1 |
From each firm's latest Form ADV (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: Investors Portfolio Services LLC: Schwab · Waycross Investment Management Co: Schwab · Styre Wealth: Schwab