Beachwood, OH | Brooklyn, OH | Washington, DC | |
|---|---|---|---|
| Assets under management | $7.72B | $8.88B | $8.12B |
| Asset growth, last 2 years | +110% | +112% | +27% |
| Advisory staff | 95 | 360 | 13 |
| Individual clients | 15,787 | 34,509 | 3,946 |
| Assets per client | $489K | $257K | $2.1M |
| Clients per advisor | 166 | 96 | 304 |
| Main custodian | Schwab | Pershing | RBC |
| Filing with the SEC since | 2016 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 120 | 650 | 10 |
From each firm's latest Form ADV (Oct 2026, Jun 2026, Jul 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.