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.
Des Moines, IA | San Diego, CA | Cedar Falls, IA | |
|---|---|---|---|
| Assets under management | $568.4M | $597.2M | $539.6M |
| Asset growth, last 2 years | +42% | +101% | +30% |
| Advisory staff | 22 | 4 | 3 |
| Individual clients | 1,968 | 793 | 862 |
| Assets per client | $289K | $753K | $626K |
| Clients per advisor | 89 | 198 | 287 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2017 |
| Tools in their stack | 3 | 6 | 2 |
| People on Advicer.bio | 21 | 6 | 3 |
From each firm's latest Form ADV (Oct 2026, Apr 2026, Feb 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: RIA Advisory Group, LLC: Schwab, Fidelity · Measured Risk Portfolios: Schwab · Dynamic Financial Group: Fidelity