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.
Chesterfield, MO | |||
|---|---|---|---|
| Assets under management | $333.7M | $350.5M | $350.5M |
| Asset growth, last 2 years | +34% | +31% | +36% |
| Advisory staff | 9 | 5 | 4 |
| Individual clients | 243 | 396 | 205 |
| Assets per client | $1.4M | $885K | $1.7M |
| Clients per advisor | 27 | 79 | 51 |
| Main custodian | Schwab | LPL Financial | Schwab |
| Filing with the SEC since | 2020 | 2013 | 2018 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 8 | 6 | 4 |
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: Strait & Sound: Schwab, Pershing · Bridgewater Asset Management LLC: LPL Financial, Schwab · V2 Financial Group, LLC: Schwab