St. Louis, MO | Vestavia Hills, AL | Zurich | |
|---|---|---|---|
| Assets under management | $768.5M | $808.1M | $807.2M |
| Asset growth, last 2 years | +28% | +40% | +33% |
| Advisory staff | 5 | 6 | 3 |
| Individual clients | 1,195 | 865 | 78 |
| Assets per client | $643K | $934K | $10.3M |
| Clients per advisor | 239 | 144 | 26 |
| Main custodian | LPL Financial | Schwab | Bw Bank |
| Filing with the SEC since | 2015 | 2016 | 2013 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 5 | 8 | – |
From each firm's latest Form ADV (Aug 2026, May 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.