Newton, MA | |||
|---|---|---|---|
| Assets under management | $104.6M | $109.9M | $99.3M |
| Asset growth, last 2 years | −19% | +2,373% | – |
| Advisory staff | 5 | 2 | 2 |
| Individual clients | 530 | 93 | 116 |
| Assets per client | $197K | $1.2M | $856K |
| Clients per advisor | 106 | 47 | 58 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2015 | 2018 | 2026 |
| Tools in their stack | 2 | – | 1 |
| People on Advicer.bio | 5 | 2 | 2 |
From each firm's latest Form ADV (May 2026, Oct 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.