West Conshohocken, PA | Mcmurray, PA | Pasadena, CA | |
|---|---|---|---|
| Assets under management | $7.1B | $7.81B | $6.75B |
| Asset growth, last 2 years | +12% | +156% | +50% |
| Advisory staff | 7 | 39 | 288 |
| Individual clients | 155 | 5,148 | 10,653 |
| Assets per client | $45.8M | $1.5M | $633K |
| Clients per advisor | 22 | 132 | 37 |
| Main custodian | J.P. Morgan | Raymond James | – |
| Filing with the SEC since | 2012 or earlier | 2021 | 2012 or earlier |
| Tools in their stack | 1 | 3 | – |
| People on Advicer.bio | 6 | 45 | 222 |
From each firm's latest Form ADV (Mar 2026, Sep 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.