Columbia, MO | St. Louis, MO | Cambridge, MA | |
|---|---|---|---|
| Assets under management | $904M | $958M | $858.7M |
| Asset growth, last 2 years | +114% | +22% | +29% |
| Advisory staff | 13 | 3 | 3 |
| Individual clients | 2,665 | 380 | 295 |
| Assets per client | $339K | $2.5M | $2.9M |
| Clients per advisor | 205 | 127 | 98 |
| Main custodian | LPL Financial | Schwab | Schwab |
| Filing with the SEC since | 2019 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 29 | 4 | 3 |
From each firm's latest Form ADV (Sep 2026, 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.