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.
St. Cloud, MN | Kearney, NE | Overland Park, KS | |
|---|---|---|---|
| Assets under management | $351.5M | $369.1M | $369.5M |
| Asset growth, last 2 years | +44% | +262% | +82% |
| Advisory staff | 7 | 10 | 9 |
| Individual clients | 499 | 931 | 314 |
| Assets per client | $704K | $397K | $1.2M |
| Clients per advisor | 71 | 93 | 35 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2023 | 2012 or earlier |
| Tools in their stack | – | 5 | 5 |
| People on Advicer.bio | 7 | 13 | 7 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Apr 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: Lfa: Schwab · Stonebridge Wealth Systems LLC: Fidelity, Schwab · One Advisory Partners, LLC: Schwab, Fidelity