Lancaster, PA | Bethlehem, PA | Conshohocken, PA | |
|---|---|---|---|
| Assets under management | $687.4M | $730.3M | $645.9M |
| Asset growth, last 2 years | +43% | +24% | +55% |
| Advisory staff | 2 | 6 | 5 |
| Individual clients | 285 | 343 | 119 |
| Assets per client | $2.4M | $2.1M | $5.4M |
| Clients per advisor | 143 | 57 | 24 |
| Main custodian | Fidelity | Schwab | J.P. Morgan |
| Filing with the SEC since | 2016 | 2012 or earlier | 2023 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 3 | 5 | 3 |
From each firm's latest Form ADV (Apr 2026, 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.