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.
Omaha, NE | Summit, NJ | White Plains, NY | |
|---|---|---|---|
| Assets under management | $2.19B | $2.3B | $2.07B |
| Asset growth, last 2 years | +121% | −1% | +67% |
| Advisory staff | 14 | 6 | 16 |
| Individual clients | 2,068 | 1,412 | 504 |
| Assets per client | $1.1M | $1.6M | $4.1M |
| Clients per advisor | 148 | 235 | 32 |
| Main custodian | Schwab | Morgan Stanley | Fidelity |
| Filing with the SEC since | 2020 | 2019 | 2012 or earlier |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 28 | 2 | 15 |
From each firm's latest Form ADV (Aug 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: Wealthplan Investment Management LLC: Schwab · Rsw Investments: Morgan Stanley, UBS, Merrill · Tortoise Investment Management, LLC: Fidelity