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.
Frankfort, IL | Los Angeles, CA | Grand Rapids, MI | |
|---|---|---|---|
| Assets under management | $207.5M | $218M | $197M |
| Asset growth, last 2 years | +54% | +21% | +37% |
| Advisory staff | 4 | 2 | 3 |
| Individual clients | 288 | 120 | 290 |
| Assets per client | $720K | $1.8M | $679K |
| Clients per advisor | 72 | 60 | 97 |
| Main custodian | Schwab | Fidelity | LPL Financial |
| Filing with the SEC since | 2023 | 2016 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 4 | 2 | 4 |
From each firm's latest Form ADV (Oct 2026, Feb 2026, Jun 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: Prairieview Wealth & Tax Advisors: Schwab · Allstreet Capital LLC: Fidelity · Schwallier Wealth Management: LPL Financial