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.
Lincoln, RI | Chicago, IL | Mcminnville, OR | |
|---|---|---|---|
| Assets under management | $517M | $543.2M | $543M |
| Asset growth, last 2 years | +66% | +59% | +37% |
| Advisory staff | 3 | 2 | 5 |
| Individual clients | 572 | 96 | 588 |
| Assets per client | $904K | $5.7M | $923K |
| Clients per advisor | 191 | 48 | 118 |
| Main custodian | Fidelity | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 3 | 2 | 5 |
From each firm's latest Form ADV (Feb 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: Sowa Financial Group: Fidelity · Fountainhead Financial, LLC: Schwab · Headwater Investment Consulting,Inc.: Fidelity, TIAA-Cref Individual & Institutional Services, LLC