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 | Pleasanton, CA | |
|---|---|---|---|
| Assets under management | $259M | $272M | $245.9M |
| Asset growth, last 2 years | +62% | +78% | +94% |
| Advisory staff | 6 | 3 | 3 |
| Individual clients | 397 | 138 | 290 |
| Assets per client | $652K | $2M | $848K |
| Clients per advisor | 66 | 46 | 97 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2020 | 2012 or earlier | 2022 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 6 | 3 | 2 |
From each firm's latest Form ADV (Mar 2026, Jul 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: Kure Advisory, LLC: Schwab · Ryan Investments: none listed · Sierra Pacific Private Wealth, LLC: Schwab