Charlotte, NC | Timonium, MD | Boston, MA | |
|---|---|---|---|
| Assets under management | $1.73B | $1.82B | $1.64B |
| Asset growth, last 2 years | +53% | – | +56% |
| Advisory staff | 8 | 14 | 8 |
| Individual clients | 83,199 | 646 | 548 |
| Assets per client | $21K | $2.8M | $3M |
| Clients per advisor | 10,400 | 46 | 69 |
| Main custodian | Apex Clearing | – | Schwab |
| Filing with the SEC since | 2014 | 2024 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 85 | 13 | 8 |
From each firm's latest Form ADV (Apr 2026, Sep 2026, May 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.