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.
Victor, ID | Atlanta, GA | Birmingham, AL | |
|---|---|---|---|
| Assets under management | $174.2M | $183M | $182.9M |
| Asset growth, last 2 years | +50% | +32% | – |
| Advisory staff | 1 | 5 | 3 |
| Individual clients | 24 | 423 | 248 |
| Assets per client | $7.3M | $433K | $738K |
| Clients per advisor | 24 | 85 | 83 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2021 | 2012 or earlier | 2024 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 5 | 3 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Jun 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: Rockhill Advisors LLC: Schwab · George M. Hiller Companies, LLC: Schwab · Walton Financial: Fidelity