Vestal, NY | Garden City, NY | Melville, NY | |
|---|---|---|---|
| Assets under management | $728.5M | $773.9M | $767.5M |
| Asset growth, last 2 years | +54% | +65% | +49% |
| Advisory staff | 12 | 7 | 5 |
| Individual clients | 1,166 | 1,039 | 361 |
| Assets per client | $625K | $745K | $2.1M |
| Clients per advisor | 97 | 148 | 72 |
| Main custodian | Schwab | LPL Financial | Schwab |
| Filing with the SEC since | 2017 | 2012 or earlier | 2017 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 13 | 7 | 5 |
From each firm's latest Form ADV (Mar 2026, Feb 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.