St Louis, MO | Williamsport, PA | Lehi, UT | |
|---|---|---|---|
| Assets under management | $1.43B | $1.5B | $1.5B |
| Asset growth, last 2 years | +55% | +284% | −26% |
| Advisory staff | 7 | 43 | 15 |
| Individual clients | 136 | 2,914 | 1,073 |
| Assets per client | $10.5M | $515K | $1.4M |
| Clients per advisor | 19 | 68 | 72 |
| Main custodian | Schwab | Fidelity | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2018 | 2018 |
| Tools in their stack | – | 3 | 3 |
| People on Advicer.bio | 7 | 47 | 17 |
From each firm's latest Form ADV (Feb 2026, Jul 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.