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.
Wilmington, DE | Tomah, WI | Carlsbad, CA | |
|---|---|---|---|
| Assets under management | $928.4M | $977.1M | $881.9M |
| Asset growth, last 2 years | +56% | +35% | −10% |
| Advisory staff | 9 | 10 | 11 |
| Individual clients | 382 | 2,536 | 649 |
| Assets per client | $2.4M | $385K | $1.4M |
| Clients per advisor | 42 | 254 | 59 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2018 | 2017 | 2018 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 11 | 12 | 16 |
From each firm's latest Form ADV (Jul 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: Riversedge Advisors: Schwab · Mbe Wealth Management, LLC: Schwab · Intelligence Driven Advisers, LLC: Schwab, Fidelity