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.
Winona Lake, IN | Overland Park, KS | Lake Forest, IL | |
|---|---|---|---|
| Assets under management | $5.81B | $6.25B | $5.5B |
| Asset growth, last 2 years | +43% | +82% | +41% |
| Advisory staff | 49 | 203 | 14 |
| Individual clients | 1,801 | 22,064 | 325 |
| Assets per client | $3.2M | $283K | $16.9M |
| Clients per advisor | 37 | 109 | 23 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2015 | 2014 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 33 | 222 | 21 |
From each firm's latest Form ADV (Mar 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: Sym Financial Advisors: Schwab, Fidelity · Creativeone Wealth, LLC: Schwab, Fidelity · Crescent Grove Advisors: Fidelity