Pittsford, NY | New York, NY | London | |
|---|---|---|---|
| Assets under management | $633.5M | $668.7M | $601.7M |
| Asset growth, last 2 years | +40% | – | +150% |
| Advisory staff | 5 | 8 | 12 |
| Individual clients | 376 | 6 | 992 |
| Assets per client | $1.7M | $111.5M | $607K |
| Clients per advisor | 75 | 1 | 83 |
| Main custodian | Schwab | – | Fidelity |
| Filing with the SEC since | 2023 | 2024 | 2017 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 6 | 1 | 12 |
From each firm's latest Form ADV (Sep 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.