Prior Lake, MN | St. Louis, MO | Hunt Valley, MD | |
|---|---|---|---|
| Assets under management | $752.2M | $790.7M | $790.1M |
| Asset growth, last 2 years | +37% | +114% | +27% |
| Advisory staff | 7 | 11 | 4 |
| Individual clients | 229 | 309 | 281 |
| Assets per client | $3.3M | $2.6M | $2.8M |
| Clients per advisor | 33 | 28 | 70 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2020 | 2012 or earlier |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 3 | 11 | 5 |
From each firm's latest Form ADV (Mar 2026, Jul 2026, Feb 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.