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.
St. Louis, MO | Kansas City, MO | Sonoma, CA | |
|---|---|---|---|
| Assets under management | $46.8M | $49.2M | $49.2M |
| Asset growth, last 2 years | – | – | +25% |
| Advisory staff | 2 | 3 | 1 |
| Individual clients | 242 | 173 | 29 |
| Assets per client | $193K | $285K | $1.7M |
| Clients per advisor | 121 | 58 | 29 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | – | 6 | – |
| People on Advicer.bio | 2 | 3 | 2 |
From each firm's latest Form ADV (Sep 2026, Aug 2026, Dec 2025). 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.