Peoria, IL | San Diego, CA | Chicago, IL | |
|---|---|---|---|
| Assets under management | $5.33B | $5.63B | $4.82B |
| Asset growth, last 2 years | +24% | +50% | +37% |
| Advisory staff | 48 | 9 | 12 |
| Individual clients | 1,164 | 12,774 | 818 |
| Assets per client | $4.6M | $441K | $5.9M |
| Clients per advisor | 24 | 1,419 | 68 |
| Main custodian | Schwab | Fifth Third Bancorp | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2017 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 24 | 31 | 11 |
From each firm's latest Form ADV (Jul 2026, Sep 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.