Ada, MI | Oakland, CA | Boston, MA | |
|---|---|---|---|
| Assets under management | $1.64B | $1.73B | $1.72B |
| Asset growth, last 2 years | +17% | +41% | +108% |
| Advisory staff | 0 | 22 | 6 |
| Individual clients | 10,265 | 1,510 | 347 |
| Assets per client | $159K | $1.1M | $5M |
| Clients per advisor | – | 69 | 58 |
| Main custodian | Axos Clearing | Fidelity | Schwab |
| Filing with the SEC since | 2016 | 2017 | 2018 |
| Tools in their stack | 5 | – | 1 |
| People on Advicer.bio | – | 25 | 11 |
From each firm's latest Form ADV (Mar 2026, Oct 2026, Sep 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.