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.
Little Rock, AR | Denver, CO | Independence, MO | |
|---|---|---|---|
| Assets under management | $272.3M | $286M | $258.6M |
| Asset growth, last 2 years | +56% | +26% | +32% |
| Advisory staff | 2 | 7 | 6 |
| Individual clients | 153 | 186 | 939 |
| Assets per client | $1.8M | $1.5M | $275K |
| Clients per advisor | 77 | 27 | 157 |
| Main custodian | Schwab | – | Raymond James |
| Filing with the SEC since | 2020 | 2012 or earlier | 2021 |
| Tools in their stack | 1 | – | 3 |
| People on Advicer.bio | 2 | 6 | 7 |
From each firm's latest Form ADV (Mar 2026, Oct 2026, Aug 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: Mendel Capital Management, LLC: Schwab · Lotusgroup Advisors: none listed · Equity Wealth Partners, LLC: Raymond James