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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+ Familywealth Asset Management $177M · Lake Mary, FL+ Steady Returns $159.8M+ R.s. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors $159.1M · Dewitt, NY
Rochester, NY
New York, NY
Latham, NY
Assets under management$168.3M$178.5M$177.1M
Asset growth, last 2 years+35%+27%+36%
Advisory staff244
Individual clients281280222
Assets per client$599K$638K$798K
Clients per advisor1417056
Main custodianSchwabPershingSchwab
Filing with the SEC since202120152017
Tools in their stack422
People on Advicer.bio244

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

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

Custodians on Form ADV: Boyd Capital: Schwab, Wells Fargo · Ajf Capital Management, Inc.: Pershing · Marathon Mission, Inc.: Schwab