Berwyn, PA | Newtown, PA | Wyomissing, PA | |
|---|---|---|---|
| Assets under management | $256.9M | $271.9M | $271.8M |
| Asset growth, last 2 years | +28% | +46% | +17% |
| Advisory staff | 4 | 3 | 5 |
| Individual clients | 143 | 183 | 652 |
| Assets per client | $1.8M | $1.5M | $417K |
| Clients per advisor | 36 | 61 | 130 |
| Main custodian | Altruist | Fidelity | LPL Financial |
| Filing with the SEC since | 2018 | 2012 or earlier | 2022 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 4 | 3 | 5 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Jun 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.