Chicago, IL | Naperville, IL | Boulder, CO | |
|---|---|---|---|
| Assets under management | $278.8M | $293.3M | $292.9M |
| Asset growth, last 2 years | +26% | +41% | +34% |
| Advisory staff | 1 | 5 | 4 |
| Individual clients | 93 | 213 | 203 |
| Assets per client | $3M | $1.4M | $1.4M |
| Clients per advisor | 93 | 43 | 51 |
| Main custodian | Raymond James | Schwab | Schwab |
| Filing with the SEC since | 2021 | 2012 or earlier | 2020 |
| Tools in their stack | 2 | – | 3 |
| People on Advicer.bio | 2 | 6 | 5 |
From each firm's latest Form ADV (Jul 2026, Sep 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.