New York, NY | New York, NY | New York, NY | |
|---|---|---|---|
| Assets under management | $32.04B | $36.49B | $36.76B |
| Asset growth, last 2 years | +57% | +30% | +34% |
| Advisory staff | 2,463 | 53 | 372 |
| Individual clients | 132,722 | 203 | 5,931 |
| Assets per client | $241K | $179.8M | $6.2M |
| Clients per advisor | 54 | 4 | 16 |
| Main custodian | Fidelity | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2018 |
| Tools in their stack | 2 | 1 | – |
| People on Advicer.bio | 1666 | 60 | 346 |
From each firm's latest Form ADV (Jul 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.