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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 Broadway Advisor Group (swap one in):+ Beacon Financial Advisors $228M · Rye Brook, NY+ Magnolia Capital Management $227.7M · Cold Spring, NY+ Mb Family Advisors $204.1M · New York, NY+ Merkkuri Wealth Advisors LLC $204.1M · Jericho, NY
Albany, NY
New York, NY
Pittsford, NY
Assets under management$214.9M$227.1M$225.8M
Asset growth, last 2 years+134%+28%+18%
Advisory staff313
Individual clients3151593
Assets per client$682K$15.1M$2.4M
Clients per advisor1051531
Main custodianInteractive BrokersGoldman SachsSchwab
Filing with the SEC since20222012 or earlier2016
Tools in their stack1––
People on Advicer.bio213

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

ToolBroadway Advisor GroupRm Sincerbeaux Capital Management, LLC.Professional Financial
Custodial Platform
Interactive BrokersUses it––

Custodians on Form ADV: Broadway Advisor Group: Interactive Brokers · Rm Sincerbeaux Capital Management, LLC.: Goldman Sachs · Professional Financial: Schwab