Freienbach | Mansfield, OH | Columbus, OH | |
|---|---|---|---|
| Assets under management | $2.03B | $2.14B | $1.93B |
| Asset growth, last 2 years | +98% | +24% | +47% |
| Advisory staff | 37 | 19 | 9 |
| Individual clients | 738 | 1,064 | 802 |
| Assets per client | $2.8M | $2M | $2.4M |
| Clients per advisor | 20 | 56 | 89 |
| Main custodian | Bank Julius Baer & Co LTD | Schwab | Schwab |
| Filing with the SEC since | 2018 | 2012 or earlier | 2017 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | – | 20 | 9 |
From each firm's latest Form ADV (Apr 2026, Oct 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.