Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Caris Investment Partners (swap one in):+ Index Gurus, Inc. $50.9M+ Viento Financial Group, LLC $50.8M+ Kakis Financial Services Inc. $46M · Des Plaines, IL+ Fleurus Investment Advisory, LLC $45.9M
Fairport, NY
Assets under management$48.4M$50.8M$50.8M
Asset growth, last 2 years––+19%
Advisory staff112
Individual clients6210592
Assets per client$781K$484K$553K
Clients per advisor6210546
Main custodian––Schwab
Filing with the SEC since202620262015
Tools in their stack1––
People on Advicer.bio11–

From each firm's latest Form ADV (Aug 2026, May 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.

ToolCaris Investment PartnersFernandez Wealth ManagementSeaway Advisors
Website Builders
WixUses it––

Custodians on Form ADV: Caris Investment Partners: none listed · Fernandez Wealth Management: none listed · Seaway Advisors: Schwab