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Our Mission

We will continuously seek ways to provide a better value proposition for our clients.

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This means we are tirelessly working to improve the four key areas below:​

Never Stop Improving.jpg

ComposedPro
Wealth

Clients Per
Staff²
Clients Per
Advisor³
Assets Managed Per Client⁴
Net Worth Per Client⁵

26

51

$0.5M

$1.6M

Top 3
Advisor Firms¹

292

531

$0.4M

Data not public

We don't just win on client  experience.   
We also win on cost.
¹The top 3 advisors listed in Barron's 2024 Top 100 RIA Firms. "2024 Top RIA Firms".  Barron's.  https://www.barrons.com/advisor/report/top-financial-advisors/ria.  Accessed May 15, 2025.   
²Aggregated data from the Form ADVs for the top 3 advisors, then calculated as the total clients listed in 5.D.(1) divided by the total staff in 5.A. "Investment Advisor Public Disclosure".  US Securities and Exchange Commission. https://adviserinfo.sec.gov/search/genericsearch/firmgrid. Accessed May 15, 2025.
³Aggregated data from the Form ADVs for the top 3 advisors, then calculated as the total clients listed in 5.D.(1) divided by the total employees performing advisory functions in 5.B.(1). "Investment Advisor Public Disclosure".  US Securities and Exchange Commission. https://adviserinfo.sec.gov/search/genericsearch/firmgrid. Accessed May 15, 2025.
⁴Aggregated data from the Form ADVs for the top 3 advisors, then calculated as the total Amount of Regulatory Assets under Management in 5.D.(3) divided by the total clients listed in 5.D.(1). "Investment Advisor Public Disclosure".  US Securities and Exchange Commission. https://adviserinfo.sec.gov/search/genericsearch/firmgrid. Accessed May 15, 2025.
⁵Not available for 'Top 3 Advisors'.  ComposedPro Wealth's internally calculated based on aggregated and other client-reported assets.
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