Wellesley, MA | Naples, FL | ||
|---|---|---|---|
| Assets under management | $193.3M | $203.1M | $203.3M |
| Asset growth, last 2 years | +40% | +19% | −11% |
| Advisory staff | 3 | 2 | 10 |
| Individual clients | 67 | 147 | 618 |
| Assets per client | $2.9M | $1.4M | $329K |
| Clients per advisor | 22 | 74 | 62 |
| Main custodian | Fidelity | Fidelity | RBC |
| Filing with the SEC since | 2019 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 2 | 2 | – |
| People on Advicer.bio | 3 | 2 | 8 |
From each firm's latest Form ADV (Jun 2026, Feb 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.