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.
Seattle, WA | Bellingham, WA | Knoxville, TN | |
|---|---|---|---|
| Assets under management | $287.3M | $304.5M | $272.9M |
| Asset growth, last 2 years | +38% | +100% | +54% |
| Advisory staff | 4 | 8 | 7 |
| Individual clients | 422 | 684 | 525 |
| Assets per client | $681K | $445K | $520K |
| Clients per advisor | 106 | 86 | 75 |
| Main custodian | Schwab | LPL Financial | LPL Financial |
| Filing with the SEC since | 2021 | 2023 | 2017 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 5 | 7 | 7 |
From each firm's latest Form ADV (Aug 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: Martin Nelson & Co., Inc.: Schwab, Hilltop Securities Inc. · West Invest: LPL Financial · Knox Wealth Partners Advisory: LPL Financial