Bedford, NH | Omaha, NE | Overland Park, KS | |
|---|---|---|---|
| Assets under management | $191.1M | $200.8M | $181.3M |
| Asset growth, last 2 years | +39% | +7% | +37% |
| Advisory staff | 2 | 4 | 1 |
| Individual clients | 114 | 443 | 80 |
| Assets per client | $1.7M | $453K | $2.3M |
| Clients per advisor | 57 | 111 | 80 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2021 | 2021 | 2012 or earlier |
| Tools in their stack | 2 | 2 | 3 |
| People on Advicer.bio | 2 | 4 | 1 |
From each firm's latest Form ADV (Feb 2026, Mar 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.