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.
Arlington, WA | Vancouver, WA | Madison, WI | |
|---|---|---|---|
| Assets under management | $1.36B | $1.46B | $1.44B |
| Asset growth, last 2 years | +63% | +63% | +47% |
| Advisory staff | 8 | 12 | 8 |
| Individual clients | 1,287 | 998 | 357 |
| Assets per client | $1.1M | $1.5M | $4M |
| Clients per advisor | 161 | 83 | 45 |
| Main custodian | Pershing | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2018 | 2014 |
| Tools in their stack | 2 | 2 | – |
| People on Advicer.bio | 6 | 8 | 7 |
From each firm's latest Form ADV (Mar 2026, Jan 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: Mcilrath & Eck, LLC: Pershing · Martel Wealth Advisors, LLC: Schwab, SEI, Reliance Financial Corporation · Isthmus Partners, LLC: Schwab