Ridgefield, CT | Boston, MA | ||
|---|---|---|---|
| Assets under management | $211.5M | $222.3M | $222.2M |
| Asset growth, last 2 years | +0% | +140% | +117% |
| Advisory staff | 3 | 1 | 3 |
| Individual clients | 59 | 225 | 87 |
| Assets per client | $3.6M | $988K | $2.6M |
| Clients per advisor | 20 | 225 | 29 |
| Main custodian | Fidelity | Schwab | Pershing |
| Filing with the SEC since | 2012 or earlier | 2021 | 2012 or earlier |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 3 | 1 | – |
From each firm's latest Form ADV (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.