Akron, OH | Hudson, OH | Royal Oak, MI | |
|---|---|---|---|
| Assets under management | $348.7M | $368.6M | $366.1M |
| Asset growth, last 2 years | +70% | +18% | +46% |
| Advisory staff | 8 | 6 | 7 |
| Individual clients | 292 | 314 | 762 |
| Assets per client | $1.2M | $1.2M | $480K |
| Clients per advisor | 37 | 52 | 109 |
| Main custodian | Wells Fargo | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2018 |
| Tools in their stack | 2 | 3 | – |
| People on Advicer.bio | 10 | 6 | 10 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Aug 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.