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.
Chesterfield, MO | St. Louis, MO | Portsmouth, NH | |
|---|---|---|---|
| Assets under management | $107.7M | $115M | $102.3M |
| Asset growth, last 2 years | – | −6% | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 75 | 79 | 81 |
| Assets per client | $1.4M | $1.5M | $1.3M |
| Clients per advisor | 75 | 26 | 81 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2026 | 2021 | 2026 |
| Tools in their stack | 2 | 2 | 2 |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Mar 2026, 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: S.p. Parkin & Co: none listed · Fortify Wealth, Inc.: Schwab · Drew Wealth Management: none listed