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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+ Nbc Capital Advisors $847.5M · Beaverton, OR+ Strategic Wealth Management Group $832.9M · New York, NY
New York, NY
Pittsford, NY
Rochester, NY
Assets under management$892.4M$942.7M$847.2M
Asset growth, last 2 years–+47%+40%
Advisory staff035
Individual clients103,27051353
Assets per client$9K$18.5M$2.4M
Clients per advisor–1771
Main custodian–SchwabSchwab
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio126

From each firm's latest Form ADV (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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

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