Peabody, MA | Wrentham, MA | Dallas, TX | |
|---|---|---|---|
| Assets under management | $102.4M | $107.8M | $107.7M |
| Asset growth, last 2 years | +205% | – | – |
| Advisory staff | 1 | 2 | 4 |
| Individual clients | 135 | 97 | 117 |
| Assets per client | $759K | $1.1M | $920K |
| Clients per advisor | 135 | 49 | 29 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 2 | 2 | 3 |
From each firm's latest Form ADV (May 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.