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.
| Assets under management | $74.2M | $78M | $70.5M |
|---|---|---|---|
| Asset growth, last 2 years | +28% | – | – |
| Advisory staff | 4 | 2 | 2 |
| Individual clients | 32 | 89 | 111 |
| Assets per client | $2.3M | $876K | $635K |
| Clients per advisor | 8 | 45 | 56 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2022 | 2026 | 2026 |
| Tools in their stack | – | – | 5 |
| People on Advicer.bio | 3 | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, Jan 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: Rpata, LLC: Schwab · Waits Investments, LLC: none listed · Outpost Advisors, LLC: none listed