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.
Fountain Hills, AZ | Fort Collins, CO | Farmington, UT | |
|---|---|---|---|
| Assets under management | $303.8M | $319.2M | $319M |
| Asset growth, last 2 years | +45% | +50% | +21% |
| Advisory staff | 5 | 3 | 12 |
| Individual clients | 335 | 252 | 565 |
| Assets per client | $907K | $1.3M | $565K |
| Clients per advisor | 67 | 84 | 47 |
| Main custodian | Schwab | Schwab | SEI |
| Filing with the SEC since | 2019 | 2021 | 2018 |
| Tools in their stack | 2 | 1 | 3 |
| People on Advicer.bio | 8 | 3 | 12 |
From each firm's latest Form ADV (May 2026, Mar 2026, Feb 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: Key Group Management, Inc.: Schwab · Theory Financial: Schwab · Promontory Financial Planning, LLC: SEI