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.
Midland, TX | Fort Worth, TX | Wilkes-Barre, PA | |
|---|---|---|---|
| Assets under management | $237.3M | $250.8M | $249.3M |
| Asset growth, last 2 years | +156% | +35% | +37% |
| Advisory staff | 2 | 2 | 6 |
| Individual clients | 96 | 194 | 1,298 |
| Assets per client | $2.5M | $1.3M | $192K |
| Clients per advisor | 48 | 97 | 216 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2020 | 2017 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 1 | 6 |
From each firm's latest Form ADV (Feb 2026, Mar 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: Redemption Capital: Schwab · Styre Wealth: Schwab · Chancellor Financial Group Wb LP: Fidelity