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.
St. George, UT | Brookfield, WI | North Bay Village, FL | |
|---|---|---|---|
| Assets under management | $177.2M | $186.2M | $186.1M |
| Asset growth, last 2 years | – | −16% | +76% |
| Advisory staff | 3 | 2 | 4 |
| Individual clients | 628 | 250 | 182 |
| Assets per client | $282K | $745K | $1M |
| Clients per advisor | 209 | 125 | 46 |
| Main custodian | – | LPL Financial | AssetMark |
| Filing with the SEC since | 2024 | 2013 | 2024 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 3 | 2 | 4 |
From each firm's latest Form ADV (Feb 2026, Aug 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: Periope, Lc: none listed · Granite Financial Group: LPL Financial · Merited Wealth, LLC: AssetMark, Fidelity, Pershing