Memphis, TN | Auburn, IN | Morristown, NJ | |
|---|---|---|---|
| Assets under management | $4.21B | $4.46B | $4.44B |
| Asset growth, last 2 years | −45% | +87% | +11% |
| Advisory staff | 172 | 73 | 43 |
| Individual clients | 10,096 | 4,553 | 2,830 |
| Assets per client | $417K | $981K | $1.6M |
| Clients per advisor | 59 | 62 | 66 |
| Main custodian | Fidelity | Schwab | – |
| Filing with the SEC since | 2012 or earlier | 2018 | 2015 |
| Tools in their stack | 1 | 3 | 3 |
| People on Advicer.bio | 169 | 80 | 31 |
From each firm's latest Form ADV (Mar 2026, Jul 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.