Carmel, IN | Walnut Creek, CA | New York, NY | |
|---|---|---|---|
| Assets under management | $12.96B | $13.91B | $12.12B |
| Asset growth, last 2 years | +45% | +311% | +62% |
| Advisory staff | 119 | 16 | 55 |
| Individual clients | 3,021 | 5,142 | 5,404 |
| Assets per client | $4.3M | $2.7M | $2.2M |
| Clients per advisor | 25 | 321 | 98 |
| Main custodian | Fidelity | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2022 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 108 | 11 | 32 |
From each firm's latest Form ADV (Apr 2026, Mar 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.