Kirkland, WA | Park Ridge, IL | Bakersfield, CA | |
|---|---|---|---|
| Assets under management | $453.2M | $476M | $477.2M |
| Asset growth, last 2 years | +41% | +54% | +69% |
| Advisory staff | 6 | 3 | 7 |
| Individual clients | 488 | 16 | 833 |
| Assets per client | $929K | $29.7M | $573K |
| Clients per advisor | 81 | 5 | 119 |
| Main custodian | – | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2021 | 2020 |
| Tools in their stack | – | – | 5 |
| People on Advicer.bio | 7 | 3 | 7 |
From each firm's latest Form ADV (Jul 2026, Sep 2026, 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.