AUM by filing
$166M2023
$203M2024
$243M2025
$370M2026
Clients by filing
2442023
2542024
2412025
3142026
Key people
- RS
Ron SandersManaging Partner and Co-FounderOwner · 15 years at the firm
in - JB
Jon BoozeSenior PartnerOwner · 15 years at the firm
in - SR
Scott RojasVice President1 year at the firm
in
Against the list
- MeasureThis firmList median
- AUM growth82%104%
- Client growth24%43%
- People117
- AUM per person$33.6M$49.7M
Rank by measure
- Official rankNo. 9182%
- Client growthNo. 7824%
- AUM added per personNo. 88$15.1M
- AUM per personNo. 81$33.6M