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.
Clive, IA | Montrose, CO | Urbandale, IA | |
|---|---|---|---|
| Assets under management | $225.6M | $237.2M | $213.2M |
| Asset growth, last 2 years | +43% | +67% | +76% |
| Advisory staff | 4 | 5 | 4 |
| Individual clients | 716 | 413 | 298 |
| Assets per client | $315K | $574K | $715K |
| Clients per advisor | 179 | 83 | 75 |
| Main custodian | LPL Financial | Schwab | Schwab |
| Filing with the SEC since | 2022 | 2012 or earlier | 2021 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 4 | 6 | 4 |
From each firm's latest Form ADV (Mar 2026, Feb 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: Weis Advisory: LPL Financial · Elderado Financial, Inc: Schwab · Ao Wealth Advisory: Schwab