Zurich | Lakewood, CO | Richmond, VA | |
|---|---|---|---|
| Assets under management | $807.2M | $848.8M | $765.1M |
| Asset growth, last 2 years | +33% | +37% | +16% |
| Advisory staff | 3 | 2 | 4 |
| Individual clients | 78 | 135 | 147 |
| Assets per client | $10.3M | $6.3M | $5.2M |
| Clients per advisor | 26 | 68 | 37 |
| Main custodian | Bw Bank | Schwab | Schwab |
| Filing with the SEC since | 2013 | 2016 | 2013 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | – | 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.