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.
Lake Bluff, IL | Naperville, IL | ||
|---|---|---|---|
| Assets under management | $98.3M | $103.6M | $103.3M |
| Asset growth, last 2 years | – | – | +277% |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 189 | 93 | 58 |
| Assets per client | $520K | $1.1M | $1.8M |
| Clients per advisor | 63 | 93 | 58 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2019 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 4 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Jan 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: Winslow Financial LLC: none listed · Prairie Investment Advisors, LLC: none listed · Viewpoint Advisory, LLC: Schwab