Clinton, IA | Walnut Creek, CA | North Kingstown, RI | |
|---|---|---|---|
| Assets under management | $71.2M | $74.8M | $67.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 5 | 1 | 2 |
| Individual clients | 71 | 127 | 38 |
| Assets per client | $1M | $589K | $1.8M |
| Clients per advisor | 14 | 127 | 19 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 1 | 3 |
| People on Advicer.bio | 5 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Feb 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.