Mine Hill, NJ | Wyckoff, NJ | Oak Brook, IL | |
|---|---|---|---|
| Assets under management | $435.6M | $459.4M | $413.7M |
| Asset growth, last 2 years | +36% | −28% | +57% |
| Advisory staff | 10 | 3 | 3 |
| Individual clients | 509 | 225 | 143 |
| Assets per client | $856K | $2M | $2.9M |
| Clients per advisor | 51 | 75 | 48 |
| Main custodian | Fidelity | Pershing | Fidelity |
| Filing with the SEC since | 2013 | 2020 | 2021 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 10 | 2 | 3 |
From each firm's latest Form ADV (Feb 2026, Apr 2026, Aug 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.