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.
Rockville, MD | Chicago, IL | Spokane, WA | |
|---|---|---|---|
| Assets under management | $490M | $514.8M | $465.3M |
| Asset growth, last 2 years | +35% | – | +49% |
| Advisory staff | 2 | 3 | 7 |
| Individual clients | 107 | 55 | 1,130 |
| Assets per client | $4.6M | $9.4M | $412K |
| Clients per advisor | 54 | 18 | 161 |
| Main custodian | Schwab | Schwab | LPL Financial |
| Filing with the SEC since | 2012 or earlier | 2024 | 2024 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 2 | 2 | 6 |
From each firm's latest Form ADV (Feb 2026, May 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: Montgomery Investment Management Inc: Schwab, Bank of America · Taiko Private Wealth: Schwab · Fellowship Financial Planning: LPL Financial