Conshohocken, PA | Lancaster, PA | Palm Beach, FL | |
|---|---|---|---|
| Assets under management | $645.9M | $687.4M | $678.3M |
| Asset growth, last 2 years | +55% | +43% | +61% |
| Advisory staff | 5 | 2 | 4 |
| Individual clients | 119 | 285 | 203 |
| Assets per client | $5.4M | $2.4M | $3.3M |
| Clients per advisor | 24 | 143 | 51 |
| Main custodian | J.P. Morgan | Fidelity | Pershing |
| Filing with the SEC since | 2023 | 2016 | 2019 |
| Tools in their stack | – | 2 | 3 |
| People on Advicer.bio | 3 | 3 | 4 |
From each firm's latest Form ADV (Mar 2026, Apr 2026, Oct 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.