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RIAs

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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.

Similar in size to Jt Asset Allocation LLC (swap one in):+ Wealth-Source Financial $3M+ Dunhill & Company, LLC $3M · San Francisco, CA+ Infinity Financial Planning $2.7M · Los Banos, CA+ Orbit Financial Planning and Investments $2.7M
Orlando Park, IL
Chattanooga, TN
Assets under management$2.9M$3M$3M
Asset growth, last 2 years−45%+104%–
Advisory staff211
Individual clients918
Assets per client$321K$3M$380K
Clients per advisor518
Main custodianInteractive Brokers––
Filing with the SEC since20192012 or earlier2026
Tools in their stack–11
People on Advicer.bio211

From each firm's latest Form ADV (Mar 2026, Jul 2026, Jan 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.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

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.

ToolJt Asset Allocation LLCPantheon InvestmentsSafe Harbor Assets
Website Builders
Wix–Uses itUses it

Custodians on Form ADV: Jt Asset Allocation LLC: Interactive Brokers · Pantheon Investments: none listed · Safe Harbor Assets: none listed