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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 Autopilot (swap one in):+ Fagan Associates Inc $940.7M · Troy, NY+ Roberts, Glore & Co. $938.4M · Deerfield, IL+ Seneca Financial Advisors LLC $847.2M · Rochester, NY+ Strategic Wealth Management Group $832.9M · New York, NY
New York, NY
Pittsford, NY
Beaverton, OR
Assets under management$892.4M$942.7M$847.5M
Asset growth, last 2 years–+47%+50%
Advisory staff034
Individual clients103,270512,183
Assets per client$9K$18.5M$388K
Clients per advisor–17546
Main custodian–SchwabFidelity
Filing with the SEC since20242012 or earlier2019
Tools in their stack––3
People on Advicer.bio125

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

ToolAutopilotAshford Advisors, LLCNbc Capital Advisors
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Autopilot: none listed · Ashford Advisors, LLC: Schwab, Northern Trust · Nbc Capital Advisors: Fidelity, Schwab