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.
Holly, MI | Bingham Farms, MI | Lutz, FL | |
|---|---|---|---|
| Assets under management | $155.1M | $165M | $147.4M |
| Asset growth, last 2 years | – | – | +9% |
| Advisory staff | 3 | 1 | 2 |
| Individual clients | 350 | 135 | 114 |
| Assets per client | $443K | $1.2M | $1.3M |
| Clients per advisor | 117 | 135 | 57 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2024 | 2024 | 2012 or earlier |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 3 | 1 | 3 |
From each firm's latest Form ADV (Sep 2026, 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: Rhl Group, LLC: Schwab, Nationwide · Octo Capital, LLC: Schwab · Edmp, Inc.: Schwab