Rochester, NY | New York, NY | Beverly Hills, CA | |
|---|---|---|---|
| Assets under management | $3.46B | $3.84B | $3.64B |
| Asset growth, last 2 years | +40% | +27% | +0% |
| Advisory staff | 33 | 402 | 11 |
| Individual clients | 8,184 | 12,045 | 86 |
| Assets per client | $423K | $319K | $42.4M |
| Clients per advisor | 248 | 30 | 8 |
| Main custodian | – | Pershing | J.P. Morgan |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 2 | – | 1 |
| People on Advicer.bio | 45 | 377 | – |
From each firm's latest Form ADV (Sep 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.