Needham, MA | Baytown, TX | Orleans, MA | |
|---|---|---|---|
| Assets under management | $50.9M | $53.5M | $48.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 43 | 195 | 247 |
| Assets per client | $1.2M | $274K | $196K |
| Clients per advisor | 43 | 195 | 124 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Feb 2026, Apr 2026, Mar 2025). 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.