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.
Tulsa, OK | Fort Worth, TX | Lansing, MI | |
|---|---|---|---|
| Assets under management | $174.8M | $183.7M | $183.9M |
| Asset growth, last 2 years | +37% | – | +44% |
| Advisory staff | 1 | 2 | 6 |
| Individual clients | 101 | 145 | 282 |
| Assets per client | $1.7M | $1.3M | $652K |
| Clients per advisor | 101 | 73 | 47 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2020 | 2024 | 2020 |
| Tools in their stack | 1 | 3 | 5 |
| People on Advicer.bio | 1 | 2 | 5 |
From each firm's latest Form ADV (Sep 2026, 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.
1 tool 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: Meliora Capital: Schwab · Brazos Wealth Advisors LLC: Schwab · Shotwell Rutter Baer Inc: Schwab