Harmony, PA | Lugano - Ticino | Fort Worth, TX | |
|---|---|---|---|
| Assets under management | $1.04B | $1.09B | $1.09B |
| Asset growth, last 2 years | +24% | +10% | +23% |
| Advisory staff | 9 | 9 | 3 |
| Individual clients | 495 | 300 | 125 |
| Assets per client | $2.1M | $3.6M | $8.7M |
| Clients per advisor | 55 | 33 | 42 |
| Main custodian | RBC | Banca Julius Baer Zurigo | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2013 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 9 | – | 1 |
From each firm's latest Form ADV (Jun 2026, Aug 2026, May 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.