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.
Marieta, GA | Denver, CO | Marietta, GA | |
|---|---|---|---|
| Assets under management | $353.1M | $370.8M | $334.7M |
| Asset growth, last 2 years | +17% | +28% | +42% |
| Advisory staff | 6 | 2 | 2 |
| Individual clients | 201 | 140 | 263 |
| Assets per client | $1.8M | $2.6M | $1.3M |
| Clients per advisor | 34 | 70 | 132 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2019 | 2012 or earlier | 2020 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 6 | 2 | 2 |
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: Southbridge Advisors, LLC: Schwab, John Hancock Investment Management Distributors LLC, Nationwide Investment Services Corporation, Mutual of Omaha Investor Services, Inc. · Helm Investment Management, LLC: Schwab · Baer Wealth Management: Schwab, Ascensus Trust, Reliance Trust Company