Are you a numbers person? So are we!
Numbers provide clarity. They help us make informed decisions. By their nature, numbers are always changing — these are based on our data from 10/01/2026.
- Firm founded: 1981 – 45+ years of experience
- Assets Under Advisory (AUA): $1.1 Billion
- Total households: 460
- Average AUA per household: $2.4 million
- 57% women-led households
- 33 states represented
- Average client age: 62 years
- Average client relationship term: 11 years
