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.
Hobart, WI | Jacksonville, FL | Melville, NY | |
|---|---|---|---|
| Assets under management | $336.7M | $354M | $319.9M |
| Asset growth, last 2 years | +25% | +53% | +40% |
| Advisory staff | 3 | 5 | 26 |
| Individual clients | 72 | 110 | 175 |
| Assets per client | $4.7M | $3.2M | $1.8M |
| Clients per advisor | 24 | 22 | 7 |
| Main custodian | – | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2016 | 2013 |
| Tools in their stack | 2 | 1 | – |
| People on Advicer.bio | 4 | 3 | 26 |
From each firm's latest Form ADV (Aug 2026, Jan 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: Vestura, LLC: none listed · Life Planning Partners, Inc.: Fidelity · Lantern Wealth Advisors, LLC: Schwab, Pershing, Interactive Brokers