New York, NY | Buffalo, NY | New York, NY | |
|---|---|---|---|
| Assets under management | $2.2B | $2.4B | $2.05B |
| Asset growth, last 2 years | +27% | +13% | +49% |
| Advisory staff | 6 | 14 | 9 |
| Individual clients | – | 2,044 | 371 |
| Assets per client | – | $1.2M | $5.5M |
| Clients per advisor | – | 146 | 41 |
| Main custodian | Nydig Trust Company LLC | Schwab | Pershing |
| Filing with the SEC since | 2021 | 2012 or earlier | 2020 |
| Tools in their stack | 1 | 2 | 1 |
| People on Advicer.bio | – | 13 | 12 |
From each firm's latest Form ADV (May 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.