West Henrietta, NY | New York, NY | Norwalk, CT | |
|---|---|---|---|
| Assets under management | $510.2M | $540.2M | $536.1M |
| Asset growth, last 2 years | +21% | +31% | +31% |
| Advisory staff | 9 | 8 | 4 |
| Individual clients | 734 | 557 | 75 |
| Assets per client | $695K | $970K | $7.1M |
| Clients per advisor | 82 | 70 | 19 |
| Main custodian | Schwab | Pershing | UBS |
| Filing with the SEC since | 2019 | 2012 or earlier | 2014 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 9 | 13 | 4 |
From each firm's latest Form ADV (Aug 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.