Pittsburgh, PA | San Clemente, CA | Minneapols, MN | |
|---|---|---|---|
| Assets under management | $1.08B | $1.14B | $1.14B |
| Asset growth, last 2 years | +35% | +59% | +55% |
| Advisory staff | 7 | 38 | 5 |
| Individual clients | 410 | 4,605 | 1,234 |
| Assets per client | $2.6M | $247K | $922K |
| Clients per advisor | 59 | 121 | 247 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2013 | 2017 | 2015 |
| Tools in their stack | 2 | 1 | 4 |
| People on Advicer.bio | 4 | 25 | 4 |
From each firm's latest Form ADV (Apr 2026, Aug 2026, Feb 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.