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.
Fort Collins, CO | Rosemont, IL | Basalt, CO | |
|---|---|---|---|
| Assets under management | $286.4M | $300.8M | $272M |
| Asset growth, last 2 years | +146% | +38% | +78% |
| Advisory staff | 3 | 1 | 3 |
| Individual clients | 184 | 296 | 138 |
| Assets per client | $1.6M | $1M | $2M |
| Clients per advisor | 61 | 296 | 46 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2023 | 2014 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 6 | 2 | 3 |
From each firm's latest Form ADV (Jul 2026, Jun 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: Jim Saulnier & Associates, LLC: Schwab · Vital Wealth Management, LLC: Schwab · Ryan Investments: none listed