Plymouth, MN | Edina, MN | Atlanta, GA | |
|---|---|---|---|
| Assets under management | $79.7M | $84.1M | $83.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 117 | 51 | 38 |
| Assets per client | $681K | $1.6M | $2.2M |
| Clients per advisor | 117 | 26 | 19 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 2 |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Feb 2026, Apr 2026, May 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.