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.
| Assets under management | $75.4M | $79.2M | $79.2M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | −5% |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 261 | 104 | 52 |
| Assets per client | $289K | $761K | $1.5M |
| Clients per advisor | 131 | 104 | 52 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2022 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Apr 2026, Jul 2026, Jun 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: Nw Advisory: none listed · Endeavor Financial Advisors, LLC: none listed · Pgp Wealth Services, LLC: Schwab