Pittsburgh, PA | Malvern, PA | Lancaster, PA | |
|---|---|---|---|
| Assets under management | $144M | $152.5M | $151.7M |
| Asset growth, last 2 years | – | +28% | +23% |
| Advisory staff | 5 | 1 | 2 |
| Individual clients | 165 | 100 | 499 |
| Assets per client | $873K | $1.5M | $304K |
| Clients per advisor | 33 | 100 | 250 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2026 | 2021 | 2023 |
| Tools in their stack | 2 | 1 | 3 |
| People on Advicer.bio | 5 | 1 | 4 |
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.