Cincinnati, OH | Boston, MA | Wilkes-Barre, PA | |
|---|---|---|---|
| Assets under management | $2.94B | $3.1B | $2.79B |
| Asset growth, last 2 years | +50% | −53% | +21% |
| Advisory staff | 22 | 36 | 6 |
| Individual clients | 919 | 1,024 | 2,322 |
| Assets per client | $3.2M | $3M | $1.2M |
| Clients per advisor | 42 | 28 | 387 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2014 | 2012 or earlier |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 29 | 80 | 7 |
From each firm's latest Form ADV (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.