Ann Arbor, MI | Orchard Park, NY | Oregon City, OR | |
|---|---|---|---|
| Assets under management | $379.6M | $399.1M | $360.4M |
| Asset growth, last 2 years | +52% | +33% | +32% |
| Advisory staff | 4 | 7 | 4 |
| Individual clients | 264 | 351 | 177 |
| Assets per client | $1.4M | $1.1M | $2M |
| Clients per advisor | 66 | 50 | 44 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2020 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 10 | 2 | 1 |
| People on Advicer.bio | 5 | 7 | 3 |
From each firm's latest Form ADV (Mar 2026, Feb 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.