Quincy, IL | Glen Ellyn, IL | Lisle, IL | |
|---|---|---|---|
| Assets under management | $63M | $66.4M | $59.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 5 | 1 | 5 |
| Individual clients | 135 | 62 | 191 |
| Assets per client | $467K | $1.1M | $313K |
| Clients per advisor | 27 | 62 | 38 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 3 | 1 | 5 |
From each firm's latest Form ADV (Jul 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.