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.
Lake Zurich, IL | Frankfort, IL | Northbrook, IL | |
|---|---|---|---|
| Assets under management | $196.1M | $207.5M | $185M |
| Asset growth, last 2 years | +31% | +54% | – |
| Advisory staff | 1 | 4 | 1 |
| Individual clients | 128 | 288 | 60 |
| Assets per client | $1.5M | $720K | $3.1M |
| Clients per advisor | 128 | 72 | 60 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2023 | 2024 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 4 | 1 |
From each firm's latest Form ADV (Oct 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: Trueman Brown: Fidelity · Prairieview Wealth & Tax Advisors: Schwab · Boon Capital Advisors LLC: Schwab