Cincinnati, OH | Beachwood, OH | Boston, MA | |
|---|---|---|---|
| Assets under management | $6.39B | $7.72B | $6.72B |
| Asset growth, last 2 years | +30% | +110% | +19% |
| Advisory staff | 37 | 95 | 12 |
| Individual clients | 1,867 | 15,787 | 14 |
| Assets per client | $3.4M | $489K | $480.3M |
| Clients per advisor | 50 | 166 | 1 |
| Main custodian | Fidelity | Schwab | J.P. Morgan |
| Filing with the SEC since | 2012 or earlier | 2016 | 2012 or earlier |
| Tools in their stack | 2 | 2 | – |
| People on Advicer.bio | 40 | 120 | 1 |
From each firm's latest Form ADV (Aug 2026, Oct 2026, Jul 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.