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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 Boyd Capital (swap one in):+ Peterson Rogers Private Wealth, LLC $177.1M · Salt Lake City, UT+ Marathon Mission, Inc. $177.1M · Latham, NY+ Steady Returns $159.8M+ R.s. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors $159.1M · Dewitt, NY
Rochester, NY
New York, NY
Lake Mary, FL
Assets under management$168.3M$178.5M$177M
Asset growth, last 2 years+35%+27%−11%
Advisory staff243
Individual clients281280413
Assets per client$599K$638K$429K
Clients per advisor14170138
Main custodianSchwabPershingAustin Capital Trust Company, LLC
Filing with the SEC since202120152012 or earlier
Tools in their stack42–
People on Advicer.bio244

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

ToolBoyd CapitalAjf Capital Management, Inc.Familywealth Asset Management
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)–Uses it–
Digital Marketing
AdvisorStreamUses it––
Financial Planning
eMoneyUses it––
Investment Data/Analytics
MorningstarUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Boyd Capital: Schwab, Wells Fargo · Ajf Capital Management, Inc.: Pershing · Familywealth Asset Management: Austin Capital Trust Company, LLC, Fidelity, Schwab