New York, NY | New York, NY | New York, NY | |
|---|---|---|---|
| Assets under management | $60.91B | $72.96B | $69.52B |
| Asset growth, last 2 years | +1,316% | +21% | +51% |
| Advisory staff | 13 | 138 | 34 |
| Individual clients | 8,263 | 16,170 | 1,016,879 |
| Assets per client | $7.4M | $4.5M | $68K |
| Clients per advisor | 636 | 117 | 29,908 |
| Main custodian | Pershing | City National Bank | Mtg, LLC |
| Filing with the SEC since | 2018 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | – | 121 | 26 |
From each firm's latest Form ADV (Sep 2026, Jul 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.