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.
Clarkston, MI | Tulsa, OK | Avon, OH | |
|---|---|---|---|
| Assets under management | $213.8M | $224.6M | $225M |
| Asset growth, last 2 years | – | +38% | +49% |
| Advisory staff | 4 | 6 | 2 |
| Individual clients | 217 | 972 | 741 |
| Assets per client | $985K | $231K | $304K |
| Clients per advisor | 54 | 162 | 371 |
| Main custodian | Schwab | – | Raymond James |
| Filing with the SEC since | 2024 | 2019 | 2021 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 5 | 7 | 2 |
From each firm's latest Form ADV (Sep 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: Retiremitten Financial LLC: Schwab · Drawbridge Capital: none listed · Edgewater Pro Sports Financial: Raymond James