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.
Cedarburg, WI | Boston, MA | Albuquerque, NM | |
|---|---|---|---|
| Assets under management | $852M | $896.2M | $809.4M |
| Asset growth, last 2 years | +18% | +35% | +193% |
| Advisory staff | 6 | 5 | 2 |
| Individual clients | 454 | 312 | 1,481 |
| Assets per client | $1.9M | $2.9M | $547K |
| Clients per advisor | 76 | 62 | 741 |
| Main custodian | Fidelity | – | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2021 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 7 | 5 | 2 |
From each firm's latest Form ADV (Oct 2026, Apr 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: Pjs Investment Management: Fidelity · Eagleclaw Capital Management LLC: none listed · Zanetti Financial, LLC: none listed