Ft. Lauderdale, FL | Avon, CO | Palm Beach Gardens, FL | |
|---|---|---|---|
| Assets under management | $6.28B | $6.67B | $5.68B |
| Asset growth, last 2 years | +46% | +27% | +42% |
| Advisory staff | 300 | 12 | 104 |
| Individual clients | 12,906 | 40 | 8,302 |
| Assets per client | $487K | $166.7M | $685K |
| Clients per advisor | 43 | 3 | 80 |
| Main custodian | Fidelity | Morgan Stanley | LPL Financial |
| Filing with the SEC since | 2012 or earlier | 2013 | 2015 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 258 | 8 | 109 |
From each firm's latest Form ADV (Apr 2026, 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.