New York, NY | Chicago, IL | New York, NY | |
|---|---|---|---|
| Assets under management | $69.52B | $78.94B | $60.91B |
| Asset growth, last 2 years | +51% | +50% | +1,316% |
| Advisory staff | 34 | 187 | 13 |
| Individual clients | 1,016,879 | 4,746 | 8,263 |
| Assets per client | $68K | $16.6M | $7.4M |
| Clients per advisor | 29,908 | 25 | 636 |
| Main custodian | Mtg, LLC | Pershing | Pershing |
| Filing with the SEC since | 2012 or earlier | 2017 | 2018 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 26 | 211 | – |
From each firm's latest Form ADV (Jul 2026, Aug 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.