Dillsburg, PA | Scranton, PA | Horsham, PA | |
|---|---|---|---|
| Assets under management | $397.7M | $423M | $375.8M |
| Asset growth, last 2 years | +21% | +65% | +107% |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 158 | 469 | 289 |
| Assets per client | $2.5M | $902K | $1.3M |
| Clients per advisor | 158 | 235 | 145 |
| Main custodian | – | Schwab | Schwab |
| Filing with the SEC since | 2020 | 2020 | 2020 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 2 | 2 |
From each firm's latest Form ADV (Mar 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.