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.
Tucson, AZ | Scottsdale, AZ | Phoenix, AZ | |
|---|---|---|---|
| Assets under management | $5.37B | $6.01B | $5.64B |
| Asset growth, last 2 years | +31% | +108% | +17% |
| Advisory staff | 45 | 63 | 65 |
| Individual clients | 3,189 | 3,181 | 5,509 |
| Assets per client | $1.7M | $1.9M | $1M |
| Clients per advisor | 71 | 50 | 85 |
| Main custodian | Schwab | Pershing | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 3 | 2 | 2 |
| People on Advicer.bio | 46 | 97 | 73 |
From each firm's latest Form ADV (Aug 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: Tci Wealth Advisors, Inc.: Schwab · Ashton Thomas Private Wealth: Pershing, Schwab, Goldman Sachs, Fidelity · Dynamic: Schwab, Fidelity