State College, PA | Park Ridge, IL | Boynton Beach, FL | |
|---|---|---|---|
| Assets under management | $453M | $476M | $430.1M |
| Asset growth, last 2 years | +33% | +54% | +23% |
| Advisory staff | 8 | 3 | 7 |
| Individual clients | 267 | 16 | 242 |
| Assets per client | $1.7M | $29.7M | $1.8M |
| Clients per advisor | 33 | 5 | 35 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2020 | 2021 | 2012 or earlier |
| Tools in their stack | 3 | – | 3 |
| People on Advicer.bio | 8 | 3 | 5 |
From each firm's latest Form ADV (Apr 2026, Sep 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.