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.
Grandville, MI | Auburn Hills, MI | Novi, MI | |
|---|---|---|---|
| Assets under management | $294.9M | $313.2M | $279.3M |
| Asset growth, last 2 years | +51% | +54% | +93% |
| Advisory staff | 4 | 2 | 5 |
| Individual clients | 285 | 155 | 410 |
| Assets per client | $1M | $2M | $681K |
| Clients per advisor | 71 | 78 | 82 |
| Main custodian | – | LPL Financial | Schwab |
| Filing with the SEC since | 2023 | 2020 | 2021 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 4 | 2 | 5 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Oct 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: Stewardship Trust Advisors: none listed · Melone Private Wealth, LLC: LPL Financial · Pathworks Financial, Inc.: Schwab, Fidelity