Boston, MA | Manchester, MA | Palm Beach, FL | |
|---|---|---|---|
| Assets under management | $610M | $642.4M | $579.4M |
| Asset growth, last 2 years | +52% | +40% | +36% |
| Advisory staff | 9 | 3 | 3 |
| Individual clients | 585 | 149 | 162 |
| Assets per client | $1M | $4.3M | $3.6M |
| Clients per advisor | 65 | 50 | 54 |
| Main custodian | RBC | Schwab | – |
| Filing with the SEC since | 2019 | 2016 | 2012 or earlier |
| Tools in their stack | 2 | 1 | – |
| People on Advicer.bio | 9 | 3 | 3 |
From each firm's latest Form ADV (Jul 2026, 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.