Bridgeville, PA | Pittsburgh, PA | Exton, PA | |
|---|---|---|---|
| Assets under management | $5.5B | $6.61B | $6.86B |
| Asset growth, last 2 years | +35% | +30% | −18% |
| Advisory staff | 47 | 19 | 3 |
| Individual clients | 517 | 36 | 57 |
| Assets per client | $10.6M | $183.6M | $120.4M |
| Clients per advisor | 11 | 2 | 19 |
| Main custodian | Fidelity | Northern Trust | Schwab |
| Filing with the SEC since | 2013 | 2012 or earlier | 2016 |
| Tools in their stack | 2 | – | 1 |
| People on Advicer.bio | 42 | 1 | 3 |
From each firm's latest Form ADV (Oct 2026, Aug 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.