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.
Bloomfield Hills, MI | Belmont, MI | South Bend, IN | |
|---|---|---|---|
| Assets under management | $932.1M | $998.5M | $983.3M |
| Asset growth, last 2 years | +16% | +42% | +28% |
| Advisory staff | 4 | 10 | 5 |
| Individual clients | 172 | 527 | 144 |
| Assets per client | $5.4M | $1.9M | $6.8M |
| Clients per advisor | 43 | 53 | 29 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 3 | 1 |
| People on Advicer.bio | 4 | 10 | 6 |
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: Lsia: Schwab · Henrickson Nauta Wealth Advisors, Inc.: Fidelity · Walter Keenan Wealth Management: Schwab, BNY