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.
Weatherford, TX | Houston, TX | Brewster, NY | |
|---|---|---|---|
| Assets under management | $197.4M | $207.5M | $187.4M |
| Asset growth, last 2 years | – | +20% | +49% |
| Advisory staff | 2 | 2 | 3 |
| Individual clients | 142 | 9 | 171 |
| Assets per client | $1.4M | $23.1M | $1.1M |
| Clients per advisor | 71 | 5 | 57 |
| Main custodian | – | Schwab | Fidelity |
| Filing with the SEC since | 2024 | 2023 | 2012 or earlier |
| Tools in their stack | 3 | – | 2 |
| People on Advicer.bio | 2 | 2 | 3 |
From each firm's latest Form ADV (Mar 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: Rydar Equities, Inc.: none listed · Terraform Wealth, LLC: Schwab, J.P. Morgan · Infiniti Wealth Management: Fidelity