Eden Prairie, MN | London, Greater London | Aventura, FL | |
|---|---|---|---|
| Assets under management | $1.54B | $1.62B | $1.46B |
| Asset growth, last 2 years | +85% | +75% | +53% |
| Advisory staff | 23 | 16 | 12 |
| Individual clients | 3,524 | 22 | 530 |
| Assets per client | $436K | $73.5M | $2.8M |
| Clients per advisor | 153 | 1 | 44 |
| Main custodian | LPL Financial | – | Fidelity |
| Filing with the SEC since | 2016 | 2021 | 2018 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 23 | – | 14 |
From each firm's latest Form ADV (Jun 2026, Mar 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.