Rochester, NY | Troy, NY | Indianapolis, IN | |
|---|---|---|---|
| Assets under management | $1.49B | $1.61B | $1.57B |
| Asset growth, last 2 years | +47% | +38% | +16% |
| Advisory staff | 8 | 11 | 39 |
| Individual clients | 739 | 1,190 | 2,193 |
| Assets per client | $2M | $1.4M | $714K |
| Clients per advisor | 92 | 108 | 56 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2016 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 9 | 11 | 33 |
From each firm's latest Form ADV (Sep 2026, Apr 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.