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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 Aspetuck Financial Management LLC (swap one in):+ Comprehensive Financial Consultants $187.3M · Cicero, IN+ Harbor Asset Planning, Inc. $187.3M+ Private Harbour Investment Management & Counsel LLC. $169.2M+ Somnio Financial Group, LLC $168.3M · Glastonbury, CT
Westport, CT
Woodinville, WA
San Diego, CA
Assets under management$178.3M$187.2M$187.2M
Asset growth, last 2 years+76%+21%+4%
Advisory staff132
Individual clients879849
Assets per client$2M$1.9M$3.8M
Clients per advisor873325
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio132

From each firm's latest Form ADV (Feb 2026, Mar 2026, Jun 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.

ToolAspetuck Financial Management LLCHelmsman Financial Group, LLCWard & Associates
Website Builders
WixUses it––

Custodians on Form ADV: Aspetuck Financial Management LLC: Schwab · Helmsman Financial Group, LLC: Schwab · Ward & Associates: none listed