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.
Plano, TX | Overland Park, KS | ||
|---|---|---|---|
| Assets under management | $383.9M | $403.1M | $403.1M |
| Asset growth, last 2 years | +20% | – | +73% |
| Advisory staff | 2 | 5 | 3 |
| Individual clients | 118 | 260 | 216 |
| Assets per client | $3.3M | $1.6M | $1.9M |
| Clients per advisor | 59 | 52 | 72 |
| Main custodian | Schwab | – | Fidelity |
| Filing with the SEC since | 2017 | 2024 | 2012 or earlier |
| Tools in their stack | 6 | – | – |
| People on Advicer.bio | 2 | 5 | 3 |
From each firm's latest Form ADV (May 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: Longview Financial Advisors, LLC: Schwab, Ascensus Investment Advisors, LLC · Tfr Capital: none listed · Legacy Investment Partners, LLC: Fidelity