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.
Oro Valley, AZ | Scottsdale, AZ | Madison, WI | |
|---|---|---|---|
| Assets under management | $242M | $255.6M | $254.2M |
| Asset growth, last 2 years | +73% | +37% | −41% |
| Advisory staff | 4 | 4 | 5 |
| Individual clients | 155 | 321 | 166 |
| Assets per client | $1.6M | $796K | $1.5M |
| Clients per advisor | 39 | 80 | 33 |
| Main custodian | Pershing | Schwab | Schwab |
| Filing with the SEC since | 2019 | 2016 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 4 | 4 | 6 |
From each firm's latest Form ADV (Feb 2026, Jun 2026, 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: Nrg Wealth Management: Pershing, RBC · Releve Financial Group: Schwab · Mendota Financial Group, LLC: Schwab, TIAA-Cref