Manchester, VT | Norwich, VT | Salem, OR | |
|---|---|---|---|
| Assets under management | $271.2M | $286.6M | $284.8M |
| Asset growth, last 2 years | +40% | +28% | +39% |
| Advisory staff | 3 | 3 | 3 |
| Individual clients | 109 | 152 | 221 |
| Assets per client | $2.5M | $1.9M | $1.3M |
| Clients per advisor | 36 | 51 | 74 |
| Main custodian | Pershing | Schwab | AssetMark |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2020 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 2 | 3 | 3 |
From each firm's latest Form ADV (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.