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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 Cfm Advisors Inc (swap one in):+ Simmons Capital Group $213M · Halfmoon, NY+ Sacks & Associates, LLC $212.8M · Warren, NJ+ First American Asset Advisory, LLC $191.8M · Garden City, NY+ Guardian Wealth Partners, LLC $191.4M · New York, NY
Hauppauge, NY
Syosset, NY
Schenectady, NY
Assets under management$202.7M$214.3M$192.5M
Asset growth, last 2 years−88%+46%+27%
Advisory staff555
Individual clients199297240
Assets per client$1M$722K$802K
Clients per advisor405948
Main custodianAmerican Trust CustodyFolioSchwab
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack–33
People on Advicer.bio555

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

ToolCfm Advisors Inc4thought Financial Group Inc.Happiness in Retirement
CRM
HubSpot–Uses itUses it
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Cfm Advisors Inc: American Trust Custody · 4thought Financial Group Inc.: Folio · Happiness in Retirement: Schwab