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.
Homewood, IL | Novato, CA | South Pasadena, CA | |
|---|---|---|---|
| Assets under management | $162.5M | $170.8M | $154.1M |
| Asset growth, last 2 years | +24% | +28% | +11% |
| Advisory staff | 3 | 6 | 4 |
| Individual clients | 277 | 83 | 430 |
| Assets per client | $587K | $2.1M | $358K |
| Clients per advisor | 92 | 14 | 108 |
| Main custodian | Pershing | Pacific Premier Trust Company | Schwab |
| Filing with the SEC since | 2022 | 2021 | 2017 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 6 | 4 |
From each firm's latest Form ADV (Feb 2026, Aug 2026, Mar 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: Savant Investment Advisers, Inc.: Pershing · Mcm Wealth: Pacific Premier Trust Company, Interactive Brokers, Axos Clearing · Newbury Capital Management, LLC: Schwab