Denver, CO | Chicago, IL | New York, NY | |
|---|---|---|---|
| Assets under management | $862.4M | $906.2M | $906.1M |
| Asset growth, last 2 years | +20% | +41% | +31% |
| Advisory staff | 10 | 4 | 5 |
| Individual clients | 434 | 216 | 124 |
| Assets per client | $2M | $4.2M | $7.3M |
| Clients per advisor | 43 | 54 | 25 |
| Main custodian | Schwab | LPL Financial | Deutsche Bank Trust Company Americas |
| Filing with the SEC since | 2012 or earlier | 2013 | 2012 or earlier |
| Tools in their stack | 4 | 5 | 1 |
| People on Advicer.bio | 10 | 4 | 2 |
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.