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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 Arseneau Financial (swap one in):+ Advisor Services, Inc. $44.4M · Tucson, AZ+ Salzman Financial Management LLC $44.4M · Bethel, CT+ Mccurdy & Andrew Investments, LLC $40.2M · Sturbridge, MA+ Azimuth Wealth Advisors $40.2M · San Diego, CA
Westerville, OH
Assets under management$42.3M$44.4M$44.4M
Asset growth, last 2 years––+30%
Advisory staff321
Individual clients496030
Assets per client$863K$740K$1.5M
Clients per advisor163030
Main custodian––Schwab
Filing with the SEC since202620262013
Tools in their stack5–2
People on Advicer.bio321

From each firm's latest Form ADV (Apr 2026, Jan 2026, Feb 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.

ToolArseneau FinancialLussenheide Capital Management, IncInverlochy Capital, Inc.
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Website Builders
Squarespace––Uses it
WebflowUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
NDEX––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Arseneau Financial: none listed · Lussenheide Capital Management, Inc: none listed · Inverlochy Capital, Inc.: Schwab