Mesa, AZ | Rogers, AR | New York, NY | |
|---|---|---|---|
| Assets under management | $917.3M | $965M | $964.2M |
| Asset growth, last 2 years | +92% | +22% | +7% |
| Advisory staff | 9 | 5 | 4 |
| Individual clients | 520 | 392 | 178 |
| Assets per client | $1.8M | $2.5M | $5.4M |
| Clients per advisor | 58 | 78 | 45 |
| Main custodian | Schwab | Schwab | Tocqueville Securities L.p. |
| Filing with the SEC since | 2012 or earlier | 2019 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 5 | – |
From each firm's latest Form ADV (Mar 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.