Ann Arbor, MI | Grand Rapids, MI | St. Petersburg, FL | |
|---|---|---|---|
| Assets under management | $2.97B | $3.29B | $3.15B |
| Asset growth, last 2 years | +23% | +61% | +58% |
| Advisory staff | 13 | 17 | 27 |
| Individual clients | 1,265 | 727 | 1,219 |
| Assets per client | $2.3M | $4.5M | $2.6M |
| Clients per advisor | 97 | 43 | 45 |
| Main custodian | TIAA-Cref Individual & Institutional Services, LLC | Fidelity | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2017 | 2020 |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 16 | 18 | 20 |
From each firm's latest Form ADV (May 2026, Jul 2026, Aug 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.