Bryn Mawr, PA | Van Buren, MO | Des Plaines, IL | |
|---|---|---|---|
| Assets under management | $8.4M | $8.8M | $8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 18 | 37 | 33 |
| Assets per client | $467K | $239K | $242K |
| Clients per advisor | 18 | 37 | 17 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2024 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, Oct 2026, Mar 2024). 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.