Berwyn, PA | King Of Prussia, PA | Winston Salem, NC | |
|---|---|---|---|
| Assets under management | $239.2M | $253.2M | $251.2M |
| Asset growth, last 2 years | +121% | +5% | +29% |
| Advisory staff | 1 | 4 | 4 |
| Individual clients | 262 | 130 | 178 |
| Assets per client | $913K | $1.9M | $1.4M |
| Clients per advisor | 262 | 33 | 45 |
| Main custodian | Pershing | Schwab | Pershing |
| Filing with the SEC since | 2024 | 2012 or earlier | 2020 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 4 | 4 |
From each firm's latest Form ADV (Feb 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.