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.
St. Louis, MO | Saint Louis, MO | Naperville, IL | |
|---|---|---|---|
| Assets under management | $5.2B | $5.48B | $5.48B |
| Asset growth, last 2 years | +107% | +135% | +64% |
| Advisory staff | 65 | 68 | 39 |
| Individual clients | 3,061 | 4,937 | 4,072 |
| Assets per client | $1.7M | $1.1M | $1.3M |
| Clients per advisor | 47 | 73 | 104 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 64 | 67 | 41 |
From each firm's latest Form ADV (Mar 2026, Jul 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: Krilogy: Schwab · Larson Financial Group, LLC: Schwab, Fidelity · Calamos Wealth Management LLC: Fidelity