Barrington, IL | Chicago, IL | San Jose, CA | |
|---|---|---|---|
| Assets under management | $599.6M | $638.1M | $569.1M |
| Asset growth, last 2 years | +37% | +33% | – |
| Advisory staff | 16 | 4 | 7 |
| Individual clients | 1,640 | 324 | 722 |
| Assets per client | $366K | $2M | $788K |
| Clients per advisor | 103 | 81 | 103 |
| Main custodian | AssetMark | Schwab | LPL Financial |
| Filing with the SEC since | 2014 | 2012 or earlier | 2023 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 16 | 4 | 9 |
From each firm's latest Form ADV (Mar 2026, Apr 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.