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.
Lehi, UT | Richardson, TX | Edina, MN | |
|---|---|---|---|
| Assets under management | $198.5M | $208.6M | $188.4M |
| Asset growth, last 2 years | +13% | +38% | +58% |
| Advisory staff | 3 | 1 | 3 |
| Individual clients | 186 | 196 | 151 |
| Assets per client | $1.1M | $1.1M | $1.2M |
| Clients per advisor | 62 | 196 | 50 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2022 | 2012 or earlier | 2023 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Jul 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: Prestige Wealthwide, LLC: Schwab · Strategic Wealth Planning: Fidelity, Vantage Retirement Plans, LLC · Trailhead Planners, LLC: Schwab