*Data disclosure: Public asset scale is based on company websites, press releases, public rankings, annual reports, ADV-related disclosures, or reputable industry reporting where available. “Assets” may mean AUM, AUA, client assets, assets under advisement, or combined assets depending on the firm’s public disclosure. Advisor/team scale is shown only when a clear public figure is available. “N/D” means not disclosed or not found in a clean, comparable format. Verify all figures directly with each firm before relying on them.