Denver, CO | Bethesda, MD | Woodbury, NY | |
|---|---|---|---|
| Assets under management | $1.37B | $1.44B | $1.44B |
| Asset growth, last 2 years | +48% | +35% | +70% |
| Advisory staff | 17 | 8 | 5 |
| Individual clients | 803 | 444 | 359 |
| Assets per client | $1.7M | $3.2M | $4M |
| Clients per advisor | 47 | 56 | 72 |
| Main custodian | Schwab | Fidelity | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2013 |
| Tools in their stack | – | 1 | 4 |
| People on Advicer.bio | 12 | 8 | 5 |
From each firm's latest Form ADV (Jul 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.