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.
Meriden, CT | Minneapolis, MN | Ann Arbor, MI | |
|---|---|---|---|
| Assets under management | $6.49B | $6.84B | $6.1B |
| Asset growth, last 2 years | +79% | +11% | +10% |
| Advisory staff | 478 | 119 | 471 |
| Individual clients | 15,798 | 14,611 | 30,595 |
| Assets per client | $411K | $468K | $199K |
| Clients per advisor | 33 | 123 | 65 |
| Main custodian | Pershing | Fidelity | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2019 | 2012 or earlier |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 549 | 118 | 477 |
From each firm's latest Form ADV (Oct 2026, May 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: Osaic Institutions, Inc.: Pershing · Thrivent Advisor Network, LLC: Fidelity, Schwab · Spc: Fidelity