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.
Dallas, TX | Austin, TX | Austin, TX | |
|---|---|---|---|
| Assets under management | $826M | $878.6M | $885.8M |
| Asset growth, last 2 years | +5% | – | +51% |
| Advisory staff | 3 | 3 | 1 |
| Individual clients | 141 | 2,103 | 267 |
| Assets per client | $5.9M | $418K | $3.3M |
| Clients per advisor | 47 | 701 | 267 |
| Main custodian | Schwab | – | Raymond James |
| Filing with the SEC since | 2012 or earlier | 2024 | 2019 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 25 | 2 |
From each firm's latest Form ADV (Jun 2026, Aug 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: Madden Asset Management: Schwab, Morgan Stanley · Alongside, LLC: none listed · Cfm Wealth Partners LLC: Raymond James