Pittsburgh, PA | Hershey, PA | Warrendale, PA | |
|---|---|---|---|
| Assets under management | $47.2M | $49.8M | $49.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 1 | 2 |
| Individual clients | 11 | 51 | 40 |
| Assets per client | $4.3M | $977K | $1.2M |
| Clients per advisor | 3 | 51 | 20 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 4 | – |
| People on Advicer.bio | 5 | 1 | 2 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Aug 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.