New York, NY | Syracuse, NY | San Clemente, CA | |
|---|---|---|---|
| Assets under management | $1.08B | $1.16B | $1.14B |
| Asset growth, last 2 years | +23% | +42% | +59% |
| Advisory staff | 10 | 5 | 38 |
| Individual clients | 41,733 | 764 | 4,605 |
| Assets per client | $26K | $1.5M | $247K |
| Clients per advisor | 4,173 | 153 | 121 |
| Main custodian | Apex Clearing | Schwab | Schwab |
| Filing with the SEC since | 2017 | 2012 or earlier | 2017 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 9 | 5 | 25 |
From each firm's latest Form ADV (Jun 2026, Aug 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.