Centerbrook, CT | Darien, CT | New Haven, CT | |
|---|---|---|---|
| Assets under management | $556.3M | $589M | $584.9M |
| Asset growth, last 2 years | +15% | +31% | +34% |
| Advisory staff | 5 | 3 | 5 |
| Individual clients | 115 | 241 | 173 |
| Assets per client | $4.8M | $2.4M | $3.4M |
| Clients per advisor | 23 | 80 | 35 |
| Main custodian | Schwab | J.P. Morgan | Raymond James |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2020 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 5 | 3 | 4 |
From each firm's latest Form ADV (Oct 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.