Pittsburgh, PA | San Clemente, CA | Berwyn, PA | |
|---|---|---|---|
| Assets under management | $1.08B | $1.14B | $1.02B |
| Asset growth, last 2 years | +35% | +59% | +12% |
| Advisory staff | 7 | 38 | 13 |
| Individual clients | 410 | 4,605 | 225 |
| Assets per client | $2.6M | $247K | $4.5M |
| Clients per advisor | 59 | 121 | 17 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2013 | 2017 | 2012 or earlier |
| Tools in their stack | 2 | 1 | 2 |
| People on Advicer.bio | 4 | 25 | 1 |
From each firm's latest Form ADV (Apr 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.