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.
Knoxville, TN | Saratoga Springs, NY | Streator, IL | |
|---|---|---|---|
| Assets under management | $38.7M | $40.6M | $40.7M |
| Asset growth, last 2 years | +116% | +33% | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 83 | 42 | 289 |
| Assets per client | $466K | $967K | $141K |
| Clients per advisor | 83 | 42 | 145 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2023 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Apr 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.