AUM by filing
$150M2023
$204M2024
$315M2025
$368M2026
Key people
- RW
Ryan WalkerPrincipalOwner · 8 years at the firm
- AR
Adam ReinkingFinancial AdvisorOwner · 8 years at the firm
in - CH
Carsten HoodChief Operating Officer6 years at the firm
in - DP
Doug PittengerDirector of Client Services3 years at the firm
in
Against the list
- MeasureThis firmList median
- AUM growth81%104%
- Client growth28%43%
- People87
- AUM per person$46.0M$49.7M
Rank by measure
- Official rankNo. 9681%
- Client growthNo. 6828%
- AUM added per personNo. 70$20.5M
- AUM per personNo. 58$46.0M