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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 Benchmark Financial (swap one in):+ Richard G. Slater $114.1M+ Atwob $113.9M · Katonah, NY+ Invictus Timing Service LTD $103M · Westbury, NY+ Stranberg Capital LLC $103M · Southlake, TX
Phoenix, AZ
Waterford, CT
Assets under management$108.4M$114M$103M
Asset growth, last 2 years–−8%–
Advisory staff124
Individual clients6291150
Assets per client$1.7M$1.3M$687K
Clients per advisor624638
Main custodian–Schwab–
Filing with the SEC since20262012 or earlier2026
Tools in their stack3––
People on Advicer.bio114

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

ToolBenchmark FinancialAlpha FiduciaryCompass Rose Strategic Partners LLC
Financial Planning
RightCapital (Right Capital)Uses it––
Planning Light
AdvyzonUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Benchmark Financial: none listed · Alpha Fiduciary: Schwab · Compass Rose Strategic Partners LLC: none listed