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.
Marshfield, WI | Chadds Ford, PA | Mesa, AZ | |
|---|---|---|---|
| Assets under management | $227M | $238.4M | $238.4M |
| Asset growth, last 2 years | +61% | −1% | +7% |
| Advisory staff | 3 | 1 | 4 |
| Individual clients | 188 | 1 | 787 |
| Assets per client | $1.2M | $238.4M | $303K |
| Clients per advisor | 63 | 1 | 197 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2024 | 2018 | 2022 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 3 | 1 | 4 |
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: Retirement Wealth Solutions LLC: Schwab · Pf Advisors: none listed · Acute Investment Advisory: Schwab, Fidelity