Boston, MA | Boston, MA | San Rafael, CA | |
|---|---|---|---|
| Assets under management | $210.6M | $222.2M | $221.2M |
| Asset growth, last 2 years | +5% | +117% | +19% |
| Advisory staff | 4 | 3 | 1 |
| Individual clients | 177 | 87 | 79 |
| Assets per client | $1.2M | $2.6M | $2.8M |
| Clients per advisor | 44 | 29 | 79 |
| Main custodian | Schwab | Pershing | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 4 | – | – |
From each firm's latest Form ADV (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.