Portland, OR | Minneapolis, MN | Victor, NY | |
|---|---|---|---|
| Assets under management | $84.5M | $88.8M | $80.3M |
| Asset growth, last 2 years | – | – | +39% |
| Advisory staff | 4 | 2 | 1 |
| Individual clients | 131 | 95 | 363 |
| Assets per client | $645K | $935K | $221K |
| Clients per advisor | 33 | 48 | 363 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2018 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 4 | 2 | 2 |
From each firm's latest Form ADV (Jan 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.