Pittsford, NY | Raleigh, NC | ||
|---|---|---|---|
| Assets under management | $77.3M | $81.2M | $73.4M |
| Asset growth, last 2 years | +46% | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 263 | 61 | – |
| Assets per client | $294K | $1.3M | – |
| Clients per advisor | 263 | 61 | – |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2017 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Jul 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.