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.
Indianapolis, IN | Urbandale, IA | Metairie, LA | |
|---|---|---|---|
| Assets under management | $4.4M | $4.7M | $4.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 8 |
| Individual clients | 12 | 12 | 32 |
| Assets per client | $369K | $388K | $145K |
| Clients per advisor | 12 | 12 | 4 |
| Main custodian | – | – | Shareholders Service Group, LLC |
| Filing with the SEC since | 2026 | 2026 | 2024 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 8 |
From each firm's latest Form ADV (Jan 2026, Feb 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: Wealthguides LLC: none listed · 3g Capital LLC: none listed · Colomb Investment Management Company, LLC: Shareholders Service Group, LLC, Nationwide Advisory