Mine Hill, NJ | Wyckoff, NJ | Westlake Village, CA | |
|---|---|---|---|
| Assets under management | $435.6M | $459.4M | $413.8M |
| Asset growth, last 2 years | +36% | −28% | +33% |
| Advisory staff | 10 | 3 | 4 |
| Individual clients | 509 | 225 | 242 |
| Assets per client | $856K | $2M | $1.7M |
| Clients per advisor | 51 | 75 | 61 |
| Main custodian | Fidelity | Pershing | Wells Fargo |
| Filing with the SEC since | 2013 | 2020 | 2017 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 10 | 2 | 4 |
From each firm's latest Form ADV (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.