Hudson, OH | Cleveland, OH | Concord, CA | |
|---|---|---|---|
| Assets under management | $368.6M | $388.6M | $387M |
| Asset growth, last 2 years | +18% | +26% | +37% |
| Advisory staff | 6 | 10 | 5 |
| Individual clients | 314 | 343 | 308 |
| Assets per client | $1.2M | $1.1M | $1.3M |
| Clients per advisor | 52 | 34 | 62 |
| Main custodian | Fidelity | Pershing | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2014 |
| Tools in their stack | 3 | – | 1 |
| People on Advicer.bio | 6 | 4 | 5 |
From each firm's latest Form ADV (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.