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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 Boston Family Advisors LLC (swap one in):+ Wmgna $346.4M · Farmington, CT+ Long Road Investment Counsel, LLC $346.4M · Kalamazoo, MI+ Melone Private Wealth, LLC $313.2M · Auburn Hills, MI+ Scott Marsh Financial, LLC $313M
Boston, MA
Westborough, MA
Lafayette, CA
Assets under management$329.7M$348.8M$346.4M
Asset growth, last 2 years+95%+53%+59%
Advisory staff643
Individual clients38491225
Assets per client$8.7M$710K$1.5M
Clients per advisor612375
Main custodianFidelityFidelitySchwab
Filing with the SEC since202320212012 or earlier
Tools in their stack–––
People on Advicer.bio543

From each firm's latest Form ADV (Mar 2026, Jul 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: Boston Family Advisors LLC: Fidelity, Schwab · Factor Investing Group: Fidelity · Gebhardt Group, Inc: Schwab, Fidelity