Boston, MA | Boston, MA | San Francisco, CA | |
|---|---|---|---|
| Assets under management | $3.1B | $3.42B | $2.93B |
| Asset growth, last 2 years | −53% | +40% | +16% |
| Advisory staff | 36 | 57 | 5 |
| Individual clients | 1,024 | 7,280 | 1,986 |
| Assets per client | $3M | $470K | $1.5M |
| Clients per advisor | 28 | 128 | 397 |
| Main custodian | Fidelity | LPL Financial | Schwab |
| Filing with the SEC since | 2014 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 80 | 60 | 11 |
From each firm's latest Form ADV (Mar 2026, May 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.