Wayzata, MN | Minneapolis, MN | Hermitage, PA | |
|---|---|---|---|
| Assets under management | $326.2M | $344.5M | $342.6M |
| Asset growth, last 2 years | +90% | +16% | +65% |
| Advisory staff | 2 | 18 | 4 |
| Individual clients | 222 | 590 | 245 |
| Assets per client | $1.5M | $584K | $1.4M |
| Clients per advisor | 111 | 33 | 61 |
| Main custodian | Schwab | Pershing | Schwab |
| Filing with the SEC since | 2020 | 2012 or earlier | 2018 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 12 | 3 |
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.