New York, NY | New York, NY | Atlanta, GA | |
|---|---|---|---|
| Assets under management | $5B | $5.66B | $5.29B |
| Asset growth, last 2 years | +1,146% | +73% | +87% |
| Advisory staff | 101 | 14 | 48 |
| Individual clients | 4,552 | 704 | 3,108 |
| Assets per client | $1.1M | $8M | $1.7M |
| Clients per advisor | 45 | 50 | 65 |
| Main custodian | Schwab | Raymond James | Schwab |
| Filing with the SEC since | 2022 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 2 | – | 3 |
| People on Advicer.bio | 214 | 9 | 64 |
From each firm's latest Form ADV (Oct 2026, May 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.