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.
Kennewick, WA | Port Angeles, WA | Exton, PA | |
|---|---|---|---|
| Assets under management | $149.5M | $157.9M | $156.9M |
| Asset growth, last 2 years | +29% | +21% | +41% |
| Advisory staff | 1 | 5 | 3 |
| Individual clients | 364 | 293 | 123 |
| Assets per client | $411K | $539K | $1.3M |
| Clients per advisor | 364 | 59 | 41 |
| Main custodian | Axos Clearing | SEI | Schwab |
| Filing with the SEC since | 2021 | 2019 | 2023 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 5 | 3 |
From each firm's latest Form ADV (Mar 2026, Feb 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: Monson Wealth Management, Inc.: Axos Clearing · Hallett Advisors: SEI, Schwab · Legacy Advisory Services, LLC: Schwab