AUM by filing
$109M2023
$113M2024
$150M2025
$229M2026
Clients by filing
4702023
4522024
8972025
1,1822026
Key people
- MV
Michael VissotskiOwner, PartnerOwner · 16 years at the firm
in - MM
Michael MazzolaOwner, Wealth AdvisorOwner · 16 years at the firm
in - NS
Natalie SnyderVice President, Operations2 years at the firm
in
Against the list
- MeasureThis firmList median
- AUM growth103%104%
- Client growth162%43%
- People137
- AUM per person$17.7M$49.7M
Rank by measure
- Official rankNo. 53103%
- Client growthNo. 5162%
- AUM added per personNo. 98$8.9M
- AUM per personNo. 99$17.7M