Liverpool | Overland Park, KS | Sausalito, CA | |
|---|---|---|---|
| Assets under management | $135.09B | $155.41B | $152.13B |
| Asset growth, last 2 years | +112% | +45% | +90% |
| Advisory staff | 725 | 367 | 88 |
| Individual clients | 115,401 | 12,933 | 31,012 |
| Assets per client | $1.2M | $12M | $4.9M |
| Clients per advisor | 159 | 35 | 352 |
| Main custodian | Rathbone Nominees Limited | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | – | 387 | – |
From each firm's latest Form ADV (Jul 2026, Apr 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.