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.
Fort Wayne, IN | Richmond, IN | Houston, TX | |
|---|---|---|---|
| Assets under management | $363.8M | $383.1M | $344.8M |
| Asset growth, last 2 years | +55% | +53% | +30% |
| Advisory staff | 21 | 6 | 5 |
| Individual clients | 1,064 | 491 | 205 |
| Assets per client | $342K | $780K | $1.7M |
| Clients per advisor | 51 | 82 | 41 |
| Main custodian | Fidelity | Raymond James | Schwab |
| Filing with the SEC since | 2021 | 2023 | 2019 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 22 | 7 | 5 |
From each firm's latest Form ADV (Apr 2026, Sep 2026, Jun 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: Maripau Wealth Management LLC: Fidelity · Vista Investment Partners: Raymond James · Rhp Wealth Management: Schwab