New York, NY | New York, NY | San Francisco, CA | |
|---|---|---|---|
| Assets under management | $16.91B | $20.6B | $16.01B |
| Asset growth, last 2 years | +23% | +14% | +634% |
| Advisory staff | 12 | 55 | 252 |
| Individual clients | 142 | 219 | 14,593 |
| Assets per client | $119.1M | $94.1M | $1.1M |
| Clients per advisor | 12 | 4 | 58 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2019 |
| Tools in their stack | – | – | 7 |
| People on Advicer.bio | 6 | – | 336 |
From each firm's latest Form ADV (Mar 2026, Aug 2026, Oct 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.