Horsham, PA | York, PA | Park Ridge, IL | |
|---|---|---|---|
| Assets under management | $502.1M | $533.4M | $476M |
| Asset growth, last 2 years | +65% | +46% | +54% |
| Advisory staff | 5 | 3 | 3 |
| Individual clients | 178 | 143 | 16 |
| Assets per client | $2.8M | $3.7M | $29.7M |
| Clients per advisor | 36 | 48 | 5 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2017 | 2019 | 2021 |
| Tools in their stack | 4 | 3 | – |
| People on Advicer.bio | 6 | 4 | 3 |
From each firm's latest Form ADV (Sep 2026, Jul 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.