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.
Cottonwood Heights, UT | Carbondale, IL | Grand Rapids, MI | |
|---|---|---|---|
| Assets under management | $84.1M | $88.4M | $79.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 5 | 2 | 2 |
| Individual clients | 514 | 366 | 114 |
| Assets per client | $164K | $241K | $700K |
| Clients per advisor | 103 | 183 | 57 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 5 | 3 | 2 |
From each firm's latest Form ADV (Sep 2026, Feb 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.