Radnor, PA | Frazer, PA | Newport Beach, CA | |
|---|---|---|---|
| Assets under management | $122.4M | $129.4M | $128.7M |
| Asset growth, last 2 years | −17% | +31% | +32% |
| Advisory staff | 2 | 2 | 3 |
| Individual clients | 50 | 118 | 117 |
| Assets per client | $2.4M | $1.1M | $1.1M |
| Clients per advisor | 25 | 59 | 39 |
| Main custodian | Fidelity | Pershing | Schwab |
| Filing with the SEC since | 2013 | 2020 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | – | 2 | 3 |
From each firm's latest Form ADV (Mar 2026, Oct 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.