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.
Bloomington, MN | St. Paul, MN | New York, NY | |
|---|---|---|---|
| Assets under management | $169.9M | $179.7M | $178.5M |
| Asset growth, last 2 years | +51% | +55% | +27% |
| Advisory staff | 3 | 4 | 4 |
| Individual clients | 170 | 203 | 280 |
| Assets per client | $1000K | $885K | $638K |
| Clients per advisor | 57 | 51 | 70 |
| Main custodian | Schwab | Pershing | Pershing |
| Filing with the SEC since | 2024 | 2022 | 2015 |
| Tools in their stack | – | 1 | 2 |
| People on Advicer.bio | 3 | 4 | 4 |
From each firm's latest Form ADV (Mar 2026, Oct 2026, Jul 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: Trumix Advisors: Schwab · Winter & Associates, Inc.: Pershing, Schwab, SEI · Ajf Capital Management, Inc.: Pershing