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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Adirondack Financial Services Corp (swap one in):+ The Pines Wealth Management, LLC $485.9M · Southern Pines, NC+ The Cavanaugh Group Inc $485.7M · Kiawah Island, SC+ Fischer Investment Group, Inc. $437.9M · Pittsford, NY+ Note Advisors, LLC $437M · Buffalo, NY
Utica, NY
Chappaqua, NY
San Francisco, CA
Assets under management$461.8M$490.5M$485.3M
Asset growth, last 2 years+23%+35%−27%
Advisory staff984
Individual clients596539207
Assets per client$775K$910K$2.3M
Clients per advisor666752
Main custodianPershingFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack13–
People on Advicer.bio384

From each firm's latest Form ADV (May 2026, Jun 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolAdirondack Financial Services CorpSamalin WealthNwk Group
Custodial Platform
NetX360 (Pershing)Uses it––
Wealthscape (Fidelity)–Uses it–
CRM
HubSpot–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Adirondack Financial Services Corp: Pershing · Samalin Wealth: Fidelity · Nwk Group: Schwab