Lewiston, ID | Irvine, CA | Warwick, RI | |
|---|---|---|---|
| Assets under management | $274.2M | $288.2M | $288.1M |
| Asset growth, last 2 years | +60% | +80% | +37% |
| Advisory staff | 1 | 4 | 4 |
| Individual clients | 439 | 589 | 278 |
| Assets per client | $625K | $489K | $1M |
| Clients per advisor | 439 | 147 | 70 |
| Main custodian | Schwab | Fidelity | Fidelity |
| Filing with the SEC since | 2020 | 2022 | 2021 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 1 | 4 | 4 |
From each firm's latest Form ADV (Apr 2026, Jul 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.