West Palm Beach, FL | Lake Mary, FL | Greenwood Village, CO | |
|---|---|---|---|
| Assets under management | $619.2M | $653.3M | $587.9M |
| Asset growth, last 2 years | +24% | +41% | +96% |
| Advisory staff | 5 | 9 | 2 |
| Individual clients | 148 | 915 | 289 |
| Assets per client | $4.2M | $714K | $2M |
| Clients per advisor | 30 | 102 | 145 |
| Main custodian | Schwab | LPL Financial | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2014 | 2023 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 5 | 14 | 2 |
From each firm's latest Form ADV (Feb 2026, Mar 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.