Lowell, AR | Beverly Hills, CA | San Antonio, TX | |
|---|---|---|---|
| Assets under management | $3.44B | $3.64B | $3.67B |
| Asset growth, last 2 years | +33% | +0% | +34% |
| Advisory staff | 173 | 11 | 111 |
| Individual clients | 6,689 | 86 | 3,019 |
| Assets per client | $514K | $42.4M | $1.2M |
| Clients per advisor | 39 | 8 | 27 |
| Main custodian | Pershing | J.P. Morgan | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2016 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 204 | – | 165 |
From each firm's latest Form ADV (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.