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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 Centerfin Capital (swap one in):+ Accel Advisors, Inc. $5.8M+ Boise River Financial Planning $5.8M+ Dream Financial Planning $5.2M · Herndon, VA+ Lbh Wealth Advisors $5.2M
New York, NY
Lockport, NY
Assets under management$5.5M$5.8M$5.2M
Asset growth, last 2 years+35%−78%–
Advisory staff111
Individual clients21456
Assets per client$261K$129K$867K
Clients per advisor21456
Main custodianFolio––
Filing with the SEC since20202012 or earlier2025
Tools in their stack1––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Sep 2026, Apr 2025). 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.

ToolCenterfin CapitalSauberan & Company, LLCJuniper Capital Management LLC
Website Builders
WebflowUses it––

Custodians on Form ADV: Centerfin Capital: Folio · Sauberan & Company, LLC: none listed · Juniper Capital Management LLC: none listed