Westborough, MA | Lincoln, MA | Avon, CO | |
|---|---|---|---|
| Assets under management | $6.3B | $7.67B | $6.67B |
| Asset growth, last 2 years | +30% | +40% | +27% |
| Advisory staff | 36 | 23 | 12 |
| Individual clients | 3,660 | 62 | 40 |
| Assets per client | $1.7M | $123.7M | $166.7M |
| Clients per advisor | 102 | 3 | 3 |
| Main custodian | Fidelity | Fidelity | Morgan Stanley |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2013 |
| Tools in their stack | 5 | – | – |
| People on Advicer.bio | 39 | 14 | 8 |
From each firm's latest Form ADV (Sep 2026, Dec 2025). 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.