Reston, VA | Phoenix, AZ | San Ramon, CA | |
|---|---|---|---|
| Assets under management | $212M | $222.8M | $222.8M |
| Asset growth, last 2 years | +55% | +51% | +121% |
| Advisory staff | 2 | 3 | 2 |
| Individual clients | 164 | 479 | 98 |
| Assets per client | $1.3M | $465K | $2.3M |
| Clients per advisor | 82 | 160 | 49 |
| Main custodian | LPL Financial | Schwab | Schwab |
| Filing with the SEC since | 2021 | 2017 | 2015 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 3 | 2 |
From each firm's latest Form ADV (Aug 2026, Apr 2026, Feb 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.