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.
Chattanooga, TN | Santa Barbara, CA | Canonsburg, PA | |
|---|---|---|---|
| Assets under management | $591.6M | $621.8M | $621.9M |
| Asset growth, last 2 years | +52% | +78% | +35% |
| Advisory staff | 2 | 11 | 6 |
| Individual clients | 330 | 265 | 544 |
| Assets per client | $1.8M | $2.3M | $1.1M |
| Clients per advisor | 165 | 24 | 91 |
| Main custodian | Schwab | Fidelity | Fidelity |
| Filing with the SEC since | 2013 | 2013 | 2012 or earlier |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 3 | 11 | 6 |
From each firm's latest Form ADV (Mar 2026, Sep 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: Wealth Preservation Advisors, LLC: Schwab, Raymond James · Avalan, LLC: Fidelity, Schwab · H Financial Management: Fidelity