New York, NY | Manchester | Lancaster, PA | |
|---|---|---|---|
| Assets under management | $16.5M | $17.3M | $17.3M |
| Asset growth, last 2 years | – | +234% | – |
| Advisory staff | 2 | 3 | 1 |
| Individual clients | 75 | 37 | 46 |
| Assets per client | $220K | $468K | $377K |
| Clients per advisor | 38 | 12 | 46 |
| Main custodian | – | Pershing | – |
| Filing with the SEC since | 2026 | 2017 | 2026 |
| Tools in their stack | – | – | 4 |
| People on Advicer.bio | 2 | 3 | 1 |
From each firm's latest Form ADV (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.