Braintree, MA | Needham, MA | ||
|---|---|---|---|
| Assets under management | $48.4M | $50.9M | $50.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 99 | 43 | 83 |
| Assets per client | $489K | $1.2M | $612K |
| Clients per advisor | 99 | 43 | 42 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | 2 | 2 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (May 2026, Feb 2026, 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.