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.
Grand Blanc, MI | Ann Arbor, MI | Beachwood, OH | |
|---|---|---|---|
| Assets under management | $5.31B | $6.1B | $5.57B |
| Asset growth, last 2 years | +36% | +10% | +32% |
| Advisory staff | 19 | 471 | 67 |
| Individual clients | 3,454 | 30,595 | 4,928 |
| Assets per client | $1.5M | $199K | $1.1M |
| Clients per advisor | 182 | 65 | 74 |
| Main custodian | Schwab | Fidelity | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2016 |
| Tools in their stack | 1 | 2 | 2 |
| People on Advicer.bio | 23 | 477 | 71 |
From each firm's latest Form ADV (Jul 2026, May 2026, Oct 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: Mainstay Capital Management, LLC: Schwab, Pershing · Spc: Fidelity · Stratos Wealth Advisors LLC: Fidelity, Schwab