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 | Barrington, IL | Westerville, OH | |
|---|---|---|---|
| Assets under management | $200.9M | $211.4M | $211.1M |
| Asset growth, last 2 years | +16% | +43% | +39% |
| Advisory staff | 4 | 3 | 4 |
| Individual clients | 524 | 97 | 188 |
| Assets per client | $383K | $2.2M | $1.1M |
| Clients per advisor | 131 | 32 | 47 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2020 | 2022 | 2012 or earlier |
| Tools in their stack | 2 | 1 | 2 |
| People on Advicer.bio | 4 | 3 | 4 |
From each firm's latest Form ADV (Mar 2026, Jul 2026, May 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: Stride Investments, LLC: Schwab · Virtue Asset Management LLC: Schwab · Shaffer Capital: none listed