Meridian, ID | Radnor, PA | Red Bank, NJ | |
|---|---|---|---|
| Assets under management | $322.7M | $339M | $339M |
| Asset growth, last 2 years | +62% | −13% | +29% |
| Advisory staff | 4 | 4 | 5 |
| Individual clients | 572 | 604 | 441 |
| Assets per client | $564K | $561K | $769K |
| Clients per advisor | 143 | 151 | 88 |
| Main custodian | Raymond James | – | Schwab |
| Filing with the SEC since | 2023 | 2014 | 2017 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 5 | 5 | 6 |
From each firm's latest Form ADV (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.