Plymouth, MA | Boston, MA | ||
|---|---|---|---|
| Assets under management | $44.9M | $47.5M | $42.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 20 | 36 | 27 |
| Assets per client | $2.2M | $1.3M | $1.6M |
| Clients per advisor | 10 | 36 | 27 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2018 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | 3 |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Sep 2018, 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.