Palm Beach Gardens, FL | Cranford, NJ | Coral Gables, FL | |
|---|---|---|---|
| Assets under management | $565.3M | $594.9M | $531.4M |
| Asset growth, last 2 years | +53% | – | +35% |
| Advisory staff | 7 | 4 | 4 |
| Individual clients | 393 | 307 | 16 |
| Assets per client | $1.4M | $1.9M | $33.2M |
| Clients per advisor | 56 | 77 | 4 |
| Main custodian | Schwab | Fidelity | Fidelity |
| Filing with the SEC since | 2018 | 2024 | 2017 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 8 | 3 | 4 |
From each firm's latest Form ADV (May 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.