Lincoln, RI | Warwick, RI | ||
|---|---|---|---|
| Assets under management | $43.1M | $45.5M | $45.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 230 | 186 | 32 |
| Assets per client | $187K | $244K | $1.4M |
| Clients per advisor | 230 | 62 | 32 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (May 2026, Apr 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.