New York, NY | East Syracuse, NY | Carmel, IN | |
|---|---|---|---|
| Assets under management | $305.5M | $322.5M | $290M |
| Asset growth, last 2 years | +18% | +42% | +115% |
| Advisory staff | 3 | 2 | 4 |
| Individual clients | 73 | 171 | 380 |
| Assets per client | $4.2M | $1.9M | $763K |
| Clients per advisor | 24 | 86 | 95 |
| Main custodian | Schwab | Fidelity | Fidelity |
| Filing with the SEC since | 2016 | 2012 or earlier | 2017 |
| Tools in their stack | 2 | – | 2 |
| People on Advicer.bio | 4 | – | 6 |
From each firm's latest Form ADV (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.