Wexford, PA | Bryn Mawr, PA | Lakeland, FL | |
|---|---|---|---|
| Assets under management | $66.6M | $70M | $70M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 1 | 2 |
| Individual clients | 301 | 65 | 152 |
| Assets per client | $221K | $1.1M | $461K |
| Clients per advisor | 75 | 65 | 76 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 4 | 1 | 2 |
From each firm's latest Form ADV (Jun 2026, Jan 2026, Aug 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.