Malvern, PA | Newtown, PA | Wyomissing, PA | |
|---|---|---|---|
| Assets under management | $258.1M | $271.9M | $271.8M |
| Asset growth, last 2 years | – | +46% | +17% |
| Advisory staff | 4 | 3 | 5 |
| Individual clients | 126 | 183 | 652 |
| Assets per client | $2M | $1.5M | $417K |
| Clients per advisor | 32 | 61 | 130 |
| Main custodian | Fidelity | Fidelity | LPL Financial |
| Filing with the SEC since | 2024 | 2012 or earlier | 2022 |
| Tools in their stack | 2 | – | 1 |
| People on Advicer.bio | 4 | 3 | 5 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Jun 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.