Bethesda, MD | Hunt Valley, MD | Holmdel, NJ | |
|---|---|---|---|
| Assets under management | $744.1M | $790.1M | $706M |
| Asset growth, last 2 years | +6% | +27% | +46% |
| Advisory staff | 6 | 4 | 10 |
| Individual clients | 123 | 281 | 982 |
| Assets per client | $6M | $2.8M | $719K |
| Clients per advisor | 21 | 70 | 98 |
| Main custodian | Schwab | Schwab | RBC |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2015 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 5 | 5 | 9 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Sep 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.