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.
Metamora, MI | Grand Rapids, MI | E. Syracuse, NY | |
|---|---|---|---|
| Assets under management | $117M | $124.4M | $111M |
| Asset growth, last 2 years | – | +591% | +7% |
| Advisory staff | 3 | 6 | 1 |
| Individual clients | 396 | 263 | 210 |
| Assets per client | $295K | $473K | $529K |
| Clients per advisor | 132 | 44 | 210 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2013 | 2021 |
| Tools in their stack | 3 | 2 | 1 |
| People on Advicer.bio | 3 | 6 | 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.
1 tool 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: Vitale Wealth Management: none listed · Streamsong Advisors, LLC: none listed · Summit Planning Group, Inc.: Schwab