Scottsdale, AZ | Denver, CO | Rumford, RI | |
|---|---|---|---|
| Assets under management | $152.7M | $160.5M | $160.5M |
| Asset growth, last 2 years | +42% | +25% | +51% |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 24 | 172 | 560 |
| Assets per client | $6.4M | $933K | $287K |
| Clients per advisor | 12 | 172 | 187 |
| Main custodian | Schwab | LPL Financial | Schwab |
| Filing with the SEC since | 2021 | 2021 | 2024 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 1 | 2 |
From each firm's latest Form ADV (Jan 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.