Darien, CT | Norwalk, CT | Portland, OR | |
|---|---|---|---|
| Assets under management | $507.5M | $536.1M | $481.8M |
| Asset growth, last 2 years | +28% | +31% | +39% |
| Advisory staff | 1 | 4 | 11 |
| Individual clients | 1 | 75 | 1,831 |
| Assets per client | $507.5M | $7.1M | $263K |
| Clients per advisor | 1 | 19 | 166 |
| Main custodian | Goldman Sachs | UBS | LPL Financial |
| Filing with the SEC since | 2019 | 2014 | 2017 |
| Tools in their stack | 1 | 1 | 1 |
| People on Advicer.bio | 1 | 4 | 12 |
From each firm's latest Form ADV (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.