Orleans, MA | Needham, MA | Galena, IL | |
|---|---|---|---|
| Assets under management | $48.3M | $50.9M | $45.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 247 | 43 | 75 |
| Assets per client | $196K | $1.2M | $611K |
| Clients per advisor | 124 | 43 | 75 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2025, Feb 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.