West Palm Beach, FL | New York, NY | Portland, ME | |
|---|---|---|---|
| Assets under management | $8.69B | $9.32B | $8.15B |
| Asset growth, last 2 years | +149% | +58% | +29% |
| Advisory staff | 89 | 20 | 25 |
| Individual clients | 16,053 | 1,267 | 2,342 |
| Assets per client | $541K | $7.4M | $3.5M |
| Clients per advisor | 180 | 63 | 94 |
| Main custodian | Apex Clearing | Schwab | Schwab |
| Filing with the SEC since | 2016 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 95 | 15 | 22 |
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.