Mount Arlington, NJ | Jacksonville, FL | Skokie, IL | |
|---|---|---|---|
| Assets under management | $180.5M | $189.6M | $189.8M |
| Asset growth, last 2 years | – | +86% | +22% |
| Advisory staff | 2 | 8 | 2 |
| Individual clients | 239 | 148 | 112 |
| Assets per client | $755K | $1.3M | $1.7M |
| Clients per advisor | 120 | 19 | 56 |
| Main custodian | Fidelity | Fidelity | Schwab |
| Filing with the SEC since | 2024 | 2023 | 2012 or earlier |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 2 | 9 | 2 |
From each firm's latest Form ADV (Feb 2026, Jan 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.