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.
Linwood, NJ | Jacksonville, FL | Leawood, KS | |
|---|---|---|---|
| Assets under management | $248.1M | $260.8M | $260.7M |
| Asset growth, last 2 years | +30% | +41% | +23% |
| Advisory staff | 2 | 5 | 3 |
| Individual clients | 139 | 363 | 86 |
| Assets per client | $1.8M | $718K | $3M |
| Clients per advisor | 70 | 73 | 29 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2018 | 2012 or earlier | 2020 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 2 | 5 | 3 |
From each firm's latest Form ADV (Mar 2026, Apr 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: Masters Legacy Planning: Fidelity · Trustwell Financial Advisors, LLC: Schwab · Viawealth, LLC: Schwab