New Bloomfield, PA | Oakbrook Terrace, IL | Meadville, PA | |
|---|---|---|---|
| Assets under management | $35.4M | $37.2M | $33.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 3 | 1 |
| Individual clients | 213 | 118 | 100 |
| Assets per client | $166K | $315K | $336K |
| Clients per advisor | 53 | 39 | 100 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 4 |
| People on Advicer.bio | 4 | 3 | 1 |
From each firm's latest Form ADV (Mar 2026, Sep 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.