Syracuse, NY | New York, NY | New York, NY | |
|---|---|---|---|
| Assets under management | $996.9M | $1.05B | $1.05B |
| Asset growth, last 2 years | +25% | +17% | – |
| Advisory staff | 8 | 4 | 10 |
| Individual clients | 399 | 612 | 876 |
| Assets per client | $2.5M | $1.7M | $1.2M |
| Clients per advisor | 50 | 153 | 88 |
| Main custodian | Schwab | Fidelity | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2024 |
| Tools in their stack | – | – | 4 |
| People on Advicer.bio | 7 | 4 | 10 |
From each firm's latest Form ADV (Jan 2026, Feb 2026, Apr 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.