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.
Basalt, CO | Fort Collins, CO | Denver, CO | |
|---|---|---|---|
| Assets under management | $272M | $286.4M | $286M |
| Asset growth, last 2 years | +78% | +146% | +26% |
| Advisory staff | 3 | 3 | 7 |
| Individual clients | 138 | 184 | 186 |
| Assets per client | $2M | $1.6M | $1.5M |
| Clients per advisor | 46 | 61 | 27 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2012 or earlier | 2023 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 3 | 6 | 6 |
From each firm's latest Form ADV (Jul 2026, Oct 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: Ryan Investments: none listed · Jim Saulnier & Associates, LLC: Schwab · Lotusgroup Advisors: none listed