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.
Topeka, KS | Ponte Vedra, FL | Overland Park, KS | |
|---|---|---|---|
| Assets under management | $271M | $284.6M | $284.6M |
| Asset growth, last 2 years | +171% | +195% | +31% |
| Advisory staff | 30 | 1 | 8 |
| Individual clients | 850 | 182 | 190 |
| Assets per client | $319K | $1.6M | $1.5M |
| Clients per advisor | 28 | 182 | 24 |
| Main custodian | – | Interactive Brokers | Fidelity |
| Filing with the SEC since | 2023 | 2020 | 2017 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 28 | 1 | 9 |
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: Ofg Financial Services, Inc.: none listed · Lighthouse Retirement: Interactive Brokers, Schwab · Sound Stewardship, LLC: Fidelity, Schwab