St. Paul, MN | Menlo Park, CA | ||
|---|---|---|---|
| Assets under management | $179.7M | $188.9M | $188.8M |
| Asset growth, last 2 years | +55% | +490% | +28% |
| Advisory staff | 4 | 1 | 1 |
| Individual clients | 203 | 22 | 34 |
| Assets per client | $885K | $8.6M | $5.6M |
| Clients per advisor | 51 | 22 | 34 |
| Main custodian | Pershing | – | Schwab |
| Filing with the SEC since | 2022 | 2017 | 2022 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 4 | 1 | 1 |
From each firm's latest Form ADV (Oct 2026, May 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.