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.
Columbus, OH | Pepper Pike, OH | Bountiful, UT | |
|---|---|---|---|
| Assets under management | $866.5M | $911.6M | $910.3M |
| Asset growth, last 2 years | +41% | +39% | +77% |
| Advisory staff | 12 | 7 | 8 |
| Individual clients | 1,152 | 676 | 1,582 |
| Assets per client | $752K | $1.3M | $575K |
| Clients per advisor | 96 | 97 | 198 |
| Main custodian | Fidelity | Fidelity | Fidelity |
| Filing with the SEC since | 2019 | 2012 or earlier | 2015 |
| Tools in their stack | 4 | – | 4 |
| People on Advicer.bio | 11 | 7 | 8 |
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: Tsg Advice Partners, LLC: Fidelity · Peak Wealth Solutions: Fidelity · Strategic Planning Group: Fidelity