Miami, FL | Coral Gables, FL | Des Plaines, IL | |
|---|---|---|---|
| Assets under management | $300.5M | $317.8M | $315.8M |
| Asset growth, last 2 years | −25% | +19% | +36% |
| Advisory staff | 8 | 5 | 3 |
| Individual clients | 260 | 179 | 190 |
| Assets per client | $1.2M | $1.8M | $1.7M |
| Clients per advisor | 33 | 36 | 63 |
| Main custodian | Pershing | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2018 |
| Tools in their stack | – | 4 | 1 |
| People on Advicer.bio | 8 | 4 | 4 |
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.