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.
Boston, MA | Fort Wayne, IN | Tempe, AZ | |
|---|---|---|---|
| Assets under management | $202.5M | $212.6M | $212.6M |
| Asset growth, last 2 years | +97% | +39% | +71% |
| Advisory staff | 26 | 7 | 3 |
| Individual clients | 751 | 483 | 169 |
| Assets per client | $270K | $440K | $1.3M |
| Clients per advisor | 29 | 69 | 56 |
| Main custodian | Fidelity | Pershing | Schwab |
| Filing with the SEC since | 2023 | 2022 | 2022 |
| Tools in their stack | 2 | – | 2 |
| People on Advicer.bio | 22 | 7 | 3 |
From each firm's latest Form ADV (Apr 2026, 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: Keenan Financial: Fidelity · Financial Planning Services: Pershing, Fidelity · Harding Wealth, Inc.: Schwab, Altruist