Fargo, ND | Omaha, NE | ||
|---|---|---|---|
| Assets under management | $365.4M | $383.9M | $347M |
| Asset growth, last 2 years | +69% | +20% | +24% |
| Advisory staff | 4 | 2 | 2 |
| Individual clients | 234 | 118 | 122 |
| Assets per client | $1.6M | $3.3M | $2.8M |
| Clients per advisor | 59 | 59 | 61 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2020 | 2017 | 2012 or earlier |
| Tools in their stack | – | 6 | – |
| People on Advicer.bio | 7 | 2 | – |
From each firm's latest Form ADV (Oct 2026, May 2026, Feb 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.