Zurich | Lakewood, CO | Huntingdon Valley, PA | |
|---|---|---|---|
| Assets under management | $807.2M | $848.8M | $848.6M |
| Asset growth, last 2 years | +33% | +37% | +48% |
| Advisory staff | 3 | 2 | 4 |
| Individual clients | 78 | 135 | 200 |
| Assets per client | $10.3M | $6.3M | $4.2M |
| Clients per advisor | 26 | 68 | 50 |
| Main custodian | Bw Bank | Schwab | Schwab |
| Filing with the SEC since | 2013 | 2016 | 2012 or earlier |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | – | 2 | 5 |
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.