Lancaster, PA | Pittsburgh, PA | ||
|---|---|---|---|
| Assets under management | $97.9M | $103M | $102.8M |
| Asset growth, last 2 years | – | +500% | −3% |
| Advisory staff | 2 | 7 | 1 |
| Individual clients | 166 | 60 | 245 |
| Assets per client | $590K | $1.7M | $420K |
| Clients per advisor | 83 | 9 | 245 |
| Main custodian | – | Apex Clearing | Equity Trust Company |
| Filing with the SEC since | 2026 | 2021 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 9 | 3 |
From each firm's latest Form ADV (Feb 2026, Aug 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.