New York, NY | New York, NY | New York, NY | |
|---|---|---|---|
| Assets under management | $33.48B | $36.71B | $36.49B |
| Asset growth, last 2 years | +70% | +34% | +30% |
| Advisory staff | 44 | 1,219 | 53 |
| Individual clients | 124,577 | 37,047 | 203 |
| Assets per client | $269K | $991K | $179.8M |
| Clients per advisor | 2,831 | 30 | 4 |
| Main custodian | Pershing | Oppenheimer & Co. Inc. | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 14 | 1167 | 60 |
From each firm's latest Form ADV (May 2026, Sep 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.