Wayne, PA | Altoona, PA | San Diego, CA | |
|---|---|---|---|
| Assets under management | $526.2M | $555.6M | $498.9M |
| Asset growth, last 2 years | – | +35% | +93% |
| Advisory staff | 6 | 6 | 9 |
| Individual clients | 410 | 309 | 328 |
| Assets per client | $1.3M | $1.8M | $1.5M |
| Clients per advisor | 68 | 52 | 36 |
| Main custodian | Fidelity | Raymond James | Schwab |
| Filing with the SEC since | 2024 | 2022 | 2022 |
| Tools in their stack | 3 | 1 | 5 |
| People on Advicer.bio | 3 | 8 | 8 |
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.