Springfield, MO | Rutland, VT | Milwaukee, WI | |
|---|---|---|---|
| Assets under management | $25.8M | $27.1M | $24.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 6 | 106 | 66 |
| Assets per client | $4.3M | $256K | $371K |
| Clients per advisor | 6 | 53 | 66 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 5 | 6 | 1 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Jul 2026, Aug 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.