Bethesda, MD | Calabasas, CA | Charlotte, NC | |
|---|---|---|---|
| Assets under management | $3.3B | $3.47B | $3.47B |
| Asset growth, last 2 years | +20% | +31% | +49% |
| Advisory staff | 26 | 25 | 9 |
| Individual clients | 2,890 | 1,215 | 85 |
| Assets per client | $1.1M | $2.9M | $40.8M |
| Clients per advisor | 111 | 49 | 9 |
| Main custodian | Wells Fargo | Schwab | Schwab |
| Filing with the SEC since | 2016 | 2012 or earlier | 2013 |
| Tools in their stack | – | 3 | 1 |
| People on Advicer.bio | 29 | 30 | 16 |
From each firm's latest Form ADV (Jun 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.