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 | Kansas City, MO | |
|---|---|---|---|
| Assets under management | $107.7M | $115M | $114.2M |
| Asset growth, last 2 years | – | −6% | +297% |
| Advisory staff | 1 | 3 | 3 |
| Individual clients | 75 | 79 | 191 |
| Assets per client | $1.4M | $1.5M | $598K |
| Clients per advisor | 75 | 26 | 64 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2026 | 2021 | 2012 or earlier |
| Tools in their stack | 2 | 2 | – |
| People on Advicer.bio | 1 | 3 | 3 |
From each firm's latest Form ADV (Mar 2026, Jul 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: S.p. Parkin & Co: none listed · Fortify Wealth, Inc.: Schwab · Ryan Poage & Co.: none listed