Northfield, IL | Moorestown, NJ | Marlton, NJ | |
|---|---|---|---|
| Assets under management | $27.1M | $28.5M | $28.5M |
| Asset growth, last 2 years | +139% | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 30 | 30 | 44 |
| Assets per client | $905K | $950K | $648K |
| Clients per advisor | 30 | 30 | 22 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | 4 | 3 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Sep 2026, Jul 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.