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.
Englewood, CO | Mission Viejo, CA | ||
|---|---|---|---|
| Assets under management | $70.5M | $74.1M | $66.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 111 | 112 | 119 |
| Assets per client | $635K | $661K | $562K |
| Clients per advisor | 56 | 56 | 119 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2026 |
| Tools in their stack | 5 | 3 | – |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Jan 2026, Dec 2025, Sep 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.