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.
Green Bay, WI | Evansville, WI | Port Angeles, WA | |
|---|---|---|---|
| Assets under management | $150.3M | $159M | $157.9M |
| Asset growth, last 2 years | +60% | +61% | +21% |
| Advisory staff | 2 | 2 | 5 |
| Individual clients | 459 | 339 | 293 |
| Assets per client | $327K | $469K | $539K |
| Clients per advisor | 230 | 170 | 59 |
| Main custodian | LPL Financial | Schwab | SEI |
| Filing with the SEC since | 2021 | 2022 | 2019 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | – | 5 |
From each firm's latest Form ADV (Feb 2026, Mar 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: Titletown Wealth Management, LLC: LPL Financial, Schwab · Retirement Income Strategies, LLC: Schwab · Hallett Advisors: SEI, Schwab