Norwich, VT | Coon Rapids, MN | Tacoma, WA | |
|---|---|---|---|
| Assets under management | $286.6M | $301.1M | $301.3M |
| Asset growth, last 2 years | +28% | +42% | +23% |
| Advisory staff | 3 | 4 | 3 |
| Individual clients | 152 | 316 | 227 |
| Assets per client | $1.9M | $953K | $1.3M |
| Clients per advisor | 51 | 79 | 76 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2019 | 2012 or earlier |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 3 | 4 | 3 |
From each firm's latest Form ADV (Mar 2026, May 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.