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.
Minnetonka, MN | Turlock, CA | ||
|---|---|---|---|
| Assets under management | $24.6M | $25.8M | $25.8M |
| Asset growth, last 2 years | – | −26% | −39% |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 25 | 83 | 2 |
| Assets per client | $984K | $311K | $12.9M |
| Clients per advisor | 13 | 83 | 2 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2012 or earlier | 2018 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 1 | 2 |
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: Money Matters: none listed · Berger Asset Management, Inc.: none listed · Trowbridge Capital Partners LLC.: Schwab, Interactive Brokers