Minnetonka, MN | Coral Gables, FL | Chicago, IL | |
|---|---|---|---|
| Assets under management | $505.4M | $531.4M | $531.5M |
| Asset growth, last 2 years | +44% | +35% | – |
| Advisory staff | 3 | 4 | 2 |
| Individual clients | 84 | 16 | 87 |
| Assets per client | $6M | $33.2M | $6.1M |
| Clients per advisor | 28 | 4 | 44 |
| Main custodian | Fidelity | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2017 | 2024 |
| Tools in their stack | 1 | 2 | 1 |
| People on Advicer.bio | 4 | 4 | 2 |
From each firm's latest Form ADV (May 2026, Mar 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.