AUM by filing
$143M2023
$169M2024
$236M2025
$306M2026
Clients by filing
1422023
1422024
1432025
1582026
Key people
- HH
Hilary HendershottFounderOwner · 12 years at the firm
in - JR
Jennifer RuppFinancial AdvisorOwner · 9 years at the firm
in - RH
Robert HendershottCo-Founding Partner2 years at the firm
Against the list
- MeasureThis firmList median
- AUM growth81%104%
- Client growth11%43%
- People97
- AUM per person$34.0M$49.7M
Rank by measure
- Official rankNo. 9581%
- Client growthNo. 9911%
- AUM added per personNo. 87$15.2M
- AUM per personNo. 80$34.0M