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.
Augusta, GA | Lubbock, TX | Indianapolis, IN | |
|---|---|---|---|
| Assets under management | $320.2M | $336.2M | $304M |
| Asset growth, last 2 years | +60% | – | +44% |
| Advisory staff | 3 | 13 | 2 |
| Individual clients | 293 | 1,194 | 505 |
| Assets per client | $1.1M | $282K | $602K |
| Clients per advisor | 98 | 92 | 253 |
| Main custodian | Schwab | Schwab | LPL Financial |
| Filing with the SEC since | 2022 | 2023 | 2018 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 3 | 12 | 2 |
From each firm's latest Form ADV (Apr 2026, Sep 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: Wynn Capital: Schwab · Lonestar Registered Investment Advisors, LLC: Schwab, Fidelity · Provider Financial, Inc.: LPL Financial