Liverpool | Overland Park, KS | Springfield, MA | |
|---|---|---|---|
| Assets under management | $135.09B | $155.41B | $115.64B |
| Asset growth, last 2 years | +112% | +45% | +59% |
| Advisory staff | 725 | 367 | 4,961 |
| Individual clients | 115,401 | 12,933 | 448,837 |
| Assets per client | $1.2M | $12M | $258K |
| Clients per advisor | 159 | 35 | 90 |
| Main custodian | Rathbone Nominees Limited | Fidelity | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | – | 387 | 1629 |
From each firm's latest Form ADV (Jul 2026, Apr 2026, Oct 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.