Boulder, CO | Denver, CO | Montgomeryville, PA | |
|---|---|---|---|
| Assets under management | $292.9M | $308.7M | $307.6M |
| Asset growth, last 2 years | +34% | +39% | +9% |
| Advisory staff | 4 | 5 | 4 |
| Individual clients | 203 | 511 | 252 |
| Assets per client | $1.4M | $604K | $1.2M |
| Clients per advisor | 51 | 102 | 63 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2020 | 2019 | 2021 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 5 | 5 | 3 |
From each firm's latest Form ADV (Mar 2026, May 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.