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.
Fort Collins, CO | Flower Mound, TX | ||
|---|---|---|---|
| Assets under management | $103.2M | $108.4M | $108.5M |
| Asset growth, last 2 years | −20% | – | – |
| Advisory staff | 8 | 1 | 1 |
| Individual clients | 954 | 62 | 53 |
| Assets per client | $108K | $1.7M | $2M |
| Clients per advisor | 119 | 62 | 53 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2020 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 7 | 1 | 2 |
From each firm's latest Form ADV (Mar 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: Navigation Wealth Management: Schwab, Nationwide Securities, LLC · Benchmark Financial: none listed · 323 Wealth Management, LLC: none listed