South Burlington, VT | Aliso Viejo, CA | ||
|---|---|---|---|
| Assets under management | $262.4M | $275.7M | $275.5M |
| Asset growth, last 2 years | +66% | +4% | – |
| Advisory staff | 4 | 4 | 1 |
| Individual clients | 738 | 189 | 238 |
| Assets per client | $356K | $1.5M | $1.2M |
| Clients per advisor | 185 | 47 | 238 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2022 | 2012 or earlier | 2024 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 5 | 4 | 1 |
From each firm's latest Form ADV (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.