Rutland, VT | Gladstone, MO | Moorestown, NJ | |
|---|---|---|---|
| Assets under management | $27.1M | $28.5M | $28.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 106 | 37 | 30 |
| Assets per client | $256K | $770K | $950K |
| Clients per advisor | 53 | 19 | 30 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 6 | – | 4 |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Aug 2026, Apr 2026, Sep 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.