Seattle, WA | Vancouver, WA | Lake Forest Park, WA | |
|---|---|---|---|
| Assets under management | $222M | $233.8M | $210.3M |
| Asset growth, last 2 years | +54% | −15% | +84% |
| Advisory staff | 2 | 4 | 4 |
| Individual clients | 173 | 260 | 150 |
| Assets per client | $1.3M | $899K | $1.4M |
| Clients per advisor | 87 | 65 | 38 |
| Main custodian | – | Fidelity | Schwab |
| Filing with the SEC since | 2021 | 2022 | 2012 or earlier |
| Tools in their stack | 1 | 3 | 3 |
| People on Advicer.bio | – | 5 | 4 |
From each firm's latest Form ADV (Mar 2026, May 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.