From each firm's latest Form ADV (Feb 2026, Jun 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.
Firms update assets in their annual Form ADV filing, usually by the end of March.
Assets under management
Jericho Financial
Summit Financial Advisors, Inc.
Reservoir Wealth Management
Advisory staff
Jericho Financial
Summit Financial Advisors, Inc.
Reservoir Wealth Management
Individual clients
Jericho Financial
Summit Financial Advisors, Inc.
Reservoir Wealth Management
Tech stacks
None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.
Custodians on Form ADV: Jericho Financial: Schwab · Summit Financial Advisors, Inc.: Schwab · Reservoir Wealth Management: Schwab, American Funds Distributors, Inc.
