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.
West Des Moines, IA | St. Louis, MO | Athens, GA | |
|---|---|---|---|
| Assets under management | $910.8M | $958M | $864.9M |
| Asset growth, last 2 years | +15% | +22% | +24% |
| Advisory staff | 13 | 3 | 7 |
| Individual clients | 523 | 380 | 933 |
| Assets per client | $1.7M | $2.5M | $927K |
| Clients per advisor | 40 | 127 | 133 |
| Main custodian | Schwab | Schwab | Raymond James |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 5 | – | – |
| People on Advicer.bio | 14 | 4 | 7 |
From each firm's latest Form ADV (Jul 2026, Mar 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: Syverson Strege: Schwab · Cortland Associates Inc: Schwab, Robert W. Baird & Co. Incorporated · Carson Advisory Group: Raymond James