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.
Sparta, NJ | Carlsbad, CA | Denver, CO | |
|---|---|---|---|
| Assets under management | $760.8M | $800M | $722.5M |
| Asset growth, last 2 years | +22% | +64% | +92% |
| Advisory staff | 8 | 5 | 9 |
| Individual clients | 562 | 581 | 483 |
| Assets per client | $1.4M | $1.4M | $1.5M |
| Clients per advisor | 70 | 116 | 54 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2018 | 2018 |
| Tools in their stack | – | – | 4 |
| People on Advicer.bio | 8 | 5 | 9 |
From each firm's latest Form ADV (Sep 2026, Jan 2026, Apr 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: Sterling Financial Planning Inc: Schwab, Fidelity · Financial Focus LLC: Schwab, AssetMark, Principal 401k · Clear Creek Advisors: Schwab