83%AUM growth, 2024 to 2026
$389MAUM in the 2026 filing
12%client growth
3people at the firm
AUM by filing
$195M2023
$213M2024
$348M2025
$389M2026
Clients by filing
3202023
3492024
4042025
3902026
Key people
- Robert CostelloPresidentOwner · 27 years at the firmin
- Linda CostelloSecretaryOwner · 20 years at the firm
Against the list
- MeasureThis firmList median
- AUM growth83%104%
- Client growth12%43%
- People37
- AUM per person$129.5M$49.7M
Rank by measure
- Official rankNo. 8683%
- Client growthNo. 9712%
- AUM added per personNo. 13$58.6M
- AUM per personNo. 7$129.5M
AUM jump noted: this firm reported a large one-year rise with no deal we could find behind it.