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.
Bellingham, WA | Spokane, WA | Seattle, WA | |
|---|---|---|---|
| Assets under management | $304.5M | $321.9M | $321.7M |
| Asset growth, last 2 years | +100% | +33% | +65% |
| Advisory staff | 8 | 9 | 5 |
| Individual clients | 684 | 1,996 | 178 |
| Assets per client | $445K | $161K | $1.8M |
| Clients per advisor | 86 | 222 | 36 |
| Main custodian | LPL Financial | Schwab | Schwab |
| Filing with the SEC since | 2023 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 7 | 9 | 5 |
From each firm's latest Form ADV (Aug 2026, Sep 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: West Invest: LPL Financial · Wealth Asset Managers: Schwab · Truenorth Wealth Advisors: Schwab