Ardmore, PA | Rocklin, CA | ||
|---|---|---|---|
| Assets under management | $12.9M | $13.5M | $12.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 30 | 87 | 17 |
| Assets per client | $429K | $156K | $720K |
| Clients per advisor | 15 | 44 | 17 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | 3 |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Sep 2026, Oct 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.