State College, PA | Malvern, PA | ||
|---|---|---|---|
| Assets under management | $199.1M | $209.2M | $189.1M |
| Asset growth, last 2 years | +28% | +41% | +62% |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 262 | 327 | 33 |
| Assets per client | $760K | $640K | $5.7M |
| Clients per advisor | 131 | 164 | 33 |
| Main custodian | – | Pershing | Schwab |
| Filing with the SEC since | 2012 or earlier | 2021 | 2023 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Dec 2025, Apr 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.