Disclosures
Assets Under Advisement (AUA) included on website are approximate, and as of March 31, 2025.
*Compound Annual Growth Rate (“CAGR”)
EP Wealth Advisors: December 31, 2017 through March 31, 2025
MAI Capital Management: December 31, 2017 through March 31, 2025
Merit Financial Advisors: December 31, 2020 through March 31, 2025
Apella Wealth: September 30, 2019 through March 31, 2025
Waverly Advisors: December 31, 2021 through March 31, 2025