Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Aufman Associates Inc (swap one in):+ Greatmark Investment Partners, Inc. $1.02B · Columbus, GA+ Zevin Asset Management, LLC $1.02B · Boston, MA+ Keudell Morrison Wealth Management, LLC $921.5M · Salem, OR+ Princeton Global Asset Management LLC $921.3M · Princeton, NJ
Sewickley, PA
Harmony, PA
Berwyn, PA
Assets under management$971.5M$1.04B$1.02B
Asset growth, last 2 years+20%+24%+12%
Advisory staff3913
Individual clients245495225
Assets per client$4M$2.1M$4.5M
Clients per advisor825517
Main custodianSchwabRBCSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1–2
People on Advicer.bio391

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

ToolAufman Associates IncRodgers Brothers, Inc.Stanley-Laman Group LTD.
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Aufman Associates Inc: Schwab · Rodgers Brothers, Inc.: RBC, Schwab · Stanley-Laman Group LTD.: Schwab