New York, NY | Pittsford, NY | Toronto | |
|---|---|---|---|
| Assets under management | $895.1M | $942.7M | $849.3M |
| Asset growth, last 2 years | +43% | +47% | +139% |
| Advisory staff | 4 | 3 | 3 |
| Individual clients | 111 | 51 | 19 |
| Assets per client | $8.1M | $18.5M | $44.7M |
| Clients per advisor | 28 | 17 | 6 |
| Main custodian | Interactive Brokers | Schwab | Schwab |
| Filing with the SEC since | 2016 | 2012 or earlier | 2022 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 5 | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, Oct 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.