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.
Kokomo, IN | San Luis Obispo, CA | Lincoln, NE | |
|---|---|---|---|
| Assets under management | $456.9M | $479.8M | $433.8M |
| Asset growth, last 2 years | +37% | +56% | +86% |
| Advisory staff | 5 | 4 | 6 |
| Individual clients | 159 | 128 | 637 |
| Assets per client | $2.9M | $3.7M | $681K |
| Clients per advisor | 32 | 32 | 106 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2014 | 2017 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 3 | 4 | 8 |
From each firm's latest Form ADV (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: Smith Financial: Schwab, Newport Group Securities, Inc. · Trellis Wealth Advisors, LLC: Schwab · Plan A Wealth, LLC: Schwab