West Palm Beach, FL | New York, NY | Omaha, NE | |
|---|---|---|---|
| Assets under management | $8.69B | $9.32B | $9.45B |
| Asset growth, last 2 years | +149% | +58% | +36% |
| Advisory staff | 89 | 20 | 158 |
| Individual clients | 16,053 | 1,267 | 9,734 |
| Assets per client | $541K | $7.4M | $971K |
| Clients per advisor | 180 | 63 | 62 |
| Main custodian | Apex Clearing | Schwab | Fidelity |
| Filing with the SEC since | 2016 | 2012 or earlier | 2013 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 95 | 15 | 154 |
From each firm's latest Form ADV (Oct 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.