New York, NY | Syracuse, NY | Houston, TX | |
|---|---|---|---|
| Assets under management | $1.08B | $1.16B | $1.14B |
| Asset growth, last 2 years | +23% | +42% | +56% |
| Advisory staff | 10 | 5 | 19 |
| Individual clients | 41,733 | 764 | 968 |
| Assets per client | $26K | $1.5M | $1.2M |
| Clients per advisor | 4,173 | 153 | 51 |
| Main custodian | Apex Clearing | Schwab | Schwab |
| Filing with the SEC since | 2017 | 2012 or earlier | 2019 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 9 | 5 | 19 |
From each firm's latest Form ADV (Jun 2026, Apr 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.