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.
Southlake, TX | Dunkirk, MD | ||
|---|---|---|---|
| Assets under management | $180.2M | $189.4M | $189.6M |
| Asset growth, last 2 years | +33% | +34% | +50% |
| Advisory staff | 1 | 5 | 3 |
| Individual clients | 48 | 201 | 360 |
| Assets per client | $3.8M | $943K | $527K |
| Clients per advisor | 48 | 40 | 120 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 1 | 4 | 3 |
From each firm's latest Form ADV (Jun 2026, Sep 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: Lander & Associates Inc: Schwab, Fifth Third Securities, Inc. · Solutions 4 Wealth: Schwab · Calvert Wealth Management, Inc.: Fidelity