Cedar Rapids, IA | Urbandale, IA | Minneapolis, MN | |
|---|---|---|---|
| Assets under management | $4.77B | $5.41B | $5.03B |
| Asset growth, last 2 years | +58% | +171% | −20% |
| Advisory staff | 81 | 322 | 23 |
| Individual clients | 5,525 | 10,660 | 3,482 |
| Assets per client | $864K | $508K | $1.4M |
| Clients per advisor | 68 | 33 | 151 |
| Main custodian | Wells Fargo | – | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 90 | 365 | 12 |
From each firm's latest Form ADV (Mar 2026, Oct 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.