Horsham, PA | West Chester, PA | Center Valley, PA | |
|---|---|---|---|
| Assets under management | $375.8M | $397.3M | $355.7M |
| Asset growth, last 2 years | +107% | +32% | +10% |
| Advisory staff | 2 | 5 | 3 |
| Individual clients | 289 | 253 | 65 |
| Assets per client | $1.3M | $1.6M | $5.5M |
| Clients per advisor | 145 | 51 | 22 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2020 | 2015 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 5 | 3 |
From each firm's latest Form ADV (Feb 2026, Mar 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.