Rockville, MD | Yardley, PA | ||
|---|---|---|---|
| Assets under management | $189M | $198.7M | $179.5M |
| Asset growth, last 2 years | −97% | – | +47% |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 1 | 87 | 99 |
| Assets per client | $189M | $2.3M | $1.8M |
| Clients per advisor | 1 | 44 | 50 |
| Main custodian | Comerica Bank | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2024 | 2023 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | – | 2 | 3 |
From each firm's latest Form ADV (Oct 2026, Feb 2026, Jun 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.