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.
Overland Park, KS | Grand Rapids, MI | Las Vegas, NV | |
|---|---|---|---|
| Assets under management | $1.27B | $1.34B | $1.2B |
| Asset growth, last 2 years | +62% | +25% | +21% |
| Advisory staff | 31 | 30 | 10 |
| Individual clients | 2,189 | 2,468 | 377 |
| Assets per client | $579K | $541K | $3.2M |
| Clients per advisor | 71 | 82 | 38 |
| Main custodian | Schwab | – | Fidelity |
| Filing with the SEC since | 2016 | 2015 | 2013 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 34 | 38 | 11 |
From each firm's latest Form ADV (Jul 2026, Apr 2026, Sep 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: Lexaurum Advisors: Schwab · Centennial Securities Company Inc: none listed · Arista Wealth Management, LLC: Fidelity, Schwab, Pcs Retirement LLC