Chicago, IL | Orland Park, IL | Northfield, IL | |
|---|---|---|---|
| Assets under management | $90.6M | $96M | $86M |
| Asset growth, last 2 years | – | – | −1% |
| Advisory staff | 4 | 1 | 4 |
| Individual clients | 192 | 110 | 93 |
| Assets per client | $472K | $873K | $924K |
| Clients per advisor | 48 | 110 | 23 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2014 |
| Tools in their stack | 1 | 4 | 1 |
| People on Advicer.bio | 4 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Jan 2026, Sep 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.