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.
Richardson, TX | Dallas, TX | Conroe, TX | |
|---|---|---|---|
| Assets under management | $118.8M | $125.3M | $126.6M |
| Asset growth, last 2 years | +8% | +122% | +34% |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 264 | 133 | 329 |
| Assets per client | $450K | $942K | $385K |
| Clients per advisor | 132 | 133 | 165 |
| Main custodian | Etc Brokerage Services, LLC | – | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 2 | 2 | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, May 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: Ld Lowe Wealth Advisory: Etc Brokerage Services, LLC, Allianz Life Financial Services, LLC · The Gardner Group: none listed · Artesa Financial Group: Schwab