Northbrook, IL | Omaha, NE | Deerfield, IL | |
|---|---|---|---|
| Assets under management | $12.1M | $12.8M | $11.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 31 | 24 | 20 |
| Assets per client | $392K | $531K | $571K |
| Clients per advisor | 31 | 24 | 20 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 3 | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Jun 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.