From the list data (final)
| Measure | Value |
|---|---|
| Advisors | 348 (250 Top Wealth + 100 Next-Gen, 2 on both) |
| Combined team AUM | $2.66T custodied |
| Median team AUM | $3.3B |
| Largest team | $484B (institutional-scale consulting team) |
| Typical minimums | $1M / $5M / $10M clusters; $500K entry tier; $20M+ ultra tier |
Firm concentration (top employers by listed advisors): Merrill 89 · Morgan Stanley 80 · UBS 59 · Ameriprise 15 · J.P. Morgan 11. The remainder scatters across regional banks, national brokerages, and independent RIAs.
Geography: NY 73 · CA 53 · FL 37 · MA 17 · TX 17 · IL 15 · GA 13 · WA 11.
From the dossiers (accumulating)
These sections fill in from the enriched fields as the pipeline runs:
- Channel mix — wirehouse vs. independent RIA vs. bank, and how positioning language differs by channel.
- Positioning taxonomy — clustering of verbatim value propositions: in-house capability, family-office framing, niche specialism, fiduciary purity.
- Marketing footprint index — content cadence, podcasts, books, social activity. Early signal: elite advisors barely market publicly.
- Visual brand — share of teams with distinct logos vs. corporate templates; palette and imagery conventions.
- Credential stack — CFP/CFA/CPWA density, and internal wirehouse titles used as differentiators.