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.
Batavia, IL | Chicago, IL | Little Rock, AR | |
|---|---|---|---|
| Assets under management | $190.6M | $200.9M | $181.1M |
| Asset growth, last 2 years | +15% | +16% | +61% |
| Advisory staff | 3 | 4 | 18 |
| Individual clients | 296 | 524 | 326 |
| Assets per client | $644K | $383K | $555K |
| Clients per advisor | 99 | 131 | 18 |
| Main custodian | LPL Financial | Schwab | Pershing |
| Filing with the SEC since | 2015 | 2020 | 2023 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 3 | 4 | 34 |
From each firm's latest Form ADV (May 2026, Mar 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: Masus Financial Group, LTD.: LPL Financial · Stride Investments, LLC: Schwab · Crews & Associates, Inc.: Pershing