Riverside, IL | Morton, IL | Newport, RI | |
|---|---|---|---|
| Assets under management | $230.7M | $242.8M | $219.2M |
| Asset growth, last 2 years | +25% | +108% | −9% |
| Advisory staff | 3 | 5 | 2 |
| Individual clients | 106 | 936 | 117 |
| Assets per client | $2.2M | $259K | $1.9M |
| Clients per advisor | 35 | 187 | 59 |
| Main custodian | Fidelity | Schwab | Fidelity |
| Filing with the SEC since | 2021 | 2023 | 2012 or earlier |
| Tools in their stack | 1 | 3 | 2 |
| People on Advicer.bio | 3 | 5 | 2 |
From each firm's latest Form ADV (Sep 2026, Aug 2026, Feb 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.