West Chester, PA | Radnor, PA | Beverly Hills, CA | |
|---|---|---|---|
| Assets under management | $3.44B | $3.97B | $3.64B |
| Asset growth, last 2 years | +118% | −4% | +0% |
| Advisory staff | 12 | 6 | 11 |
| Individual clients | 496 | 57 | 86 |
| Assets per client | $6.9M | $69.6M | $42.4M |
| Clients per advisor | 41 | 10 | 8 |
| Main custodian | Schwab | Fidelity | J.P. Morgan |
| Filing with the SEC since | 2021 | 2022 | 2012 or earlier |
| Tools in their stack | 2 | – | 1 |
| People on Advicer.bio | 12 | 7 | – |
From each firm's latest Form ADV (Oct 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.