Saratoga Springs, NY | Dublin, OH | New York, NY | |
|---|---|---|---|
| Assets under management | $345.6M | $363M | $327.7M |
| Asset growth, last 2 years | +67% | – | +8% |
| Advisory staff | 5 | 3 | 4 |
| Individual clients | 328 | 152 | 136 |
| Assets per client | $1.1M | $2.4M | $2.4M |
| Clients per advisor | 66 | 51 | 34 |
| Main custodian | Schwab | – | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2024 | 2012 or earlier |
| Tools in their stack | 4 | 1 | – |
| People on Advicer.bio | 6 | 4 | 5 |
From each firm's latest Form ADV (Jul 2026, Aug 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.