Malvern, PA | Quincy, MA | ||
|---|---|---|---|
| Assets under management | $21.5M | $22.6M | $20.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 19 | 71 | 15 |
| Assets per client | $1.1M | $319K | $1.4M |
| Clients per advisor | 19 | 71 | 15 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Jan 2026, Feb 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.