Whitehall, PA | Conshohocken, PA | Richardson, TX | |
|---|---|---|---|
| Assets under management | $125.2M | $131.7M | $118.8M |
| Asset growth, last 2 years | – | +78% | +8% |
| Advisory staff | 2 | 9 | 2 |
| Individual clients | 405 | 2,819 | 264 |
| Assets per client | $309K | $47K | $450K |
| Clients per advisor | 203 | 313 | 132 |
| Main custodian | – | Schwab | Etc Brokerage Services, LLC |
| Filing with the SEC since | 2026 | 2016 | 2012 or earlier |
| Tools in their stack | – | 1 | 2 |
| People on Advicer.bio | 2 | 11 | 1 |
From each firm's latest Form ADV (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.