Moorestown, NJ | Mapleton, UT | Afton, WY | |
|---|---|---|---|
| Assets under management | $28.5M | $30M | $27.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 30 | 87 | 72 |
| Assets per client | $950K | $345K | $376K |
| Clients per advisor | 30 | 87 | 72 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | 3 | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Jun 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.