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.
Houston, TX | Houston, TX | Los Angeles, CA | |
|---|---|---|---|
| Assets under management | $207.5M | $218.9M | $218M |
| Asset growth, last 2 years | +20% | +48% | +21% |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 9 | 17 | 120 |
| Assets per client | $23.1M | $12.9M | $1.8M |
| Clients per advisor | 5 | 17 | 60 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2023 | 2013 | 2016 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Feb 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: Terraform Wealth, LLC: Schwab, J.P. Morgan · Emc Capital Management, LLC: Schwab · Allstreet Capital LLC: Fidelity