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.
Plymouth, MN | Basalt, CO | Savannah, GA | |
|---|---|---|---|
| Assets under management | $259M | $272M | $271.9M |
| Asset growth, last 2 years | +62% | +78% | +18% |
| Advisory staff | 6 | 3 | 1 |
| Individual clients | 397 | 138 | 98 |
| Assets per client | $652K | $2M | $2.8M |
| Clients per advisor | 66 | 46 | 98 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2020 | 2012 or earlier | 2019 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 6 | 3 | 1 |
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: Kure Advisory, LLC: Schwab · Ryan Investments: none listed · Bull Street Advisors: Schwab, Stifel, Morgan Stanley, Suntrust Capital Markets, Inc.