Buffalo, NY | New York, NY | Indianapolis, IN | |
|---|---|---|---|
| Assets under management | $8.5M | $9M | $8.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 81 | 5 | 3 |
| Assets per client | $105K | $1.8M | $2.7M |
| Clients per advisor | 81 | 3 | 3 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | 14 | – | – |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, May 2026, Mar 2025). 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.