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.
Chicago, IL | East Alton, IL | Boca Raton, FL | |
|---|---|---|---|
| Assets under management | $51M | $53.6M | $48.4M |
| Asset growth, last 2 years | +21% | – | −34% |
| Advisory staff | 2 | 4 | 3 |
| Individual clients | 24 | 347 | 126 |
| Assets per client | $2.1M | $154K | $384K |
| Clients per advisor | 12 | 87 | 42 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2022 | 2026 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 4 | 4 |
From each firm's latest Form ADV (Sep 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: Springtide Partners: Schwab · Genesis Wealth Management: none listed · Aventura Capital Management, LLC: none listed