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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+ Happiness in Retirement $192.5M · Schenectady, NY+ First American Asset Advisory, LLC $191.8M · Garden City, NY
Hauppauge, NY
Syosset, NY
Phoenix, AZ
Assets under management$202.7M$214.3M$212.8M
Asset growth, last 2 years−88%+46%+33%
Advisory staff555
Individual clients199297304
Assets per client$1M$722K$700K
Clients per advisor405961
Main custodianAmerican Trust CustodyFolioAxos Clearing
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack–39
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.Mathis Wealth Management
Custodial Platform
Axos––Uses it
Charles Schwab––Uses it
Vanguard––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney–Uses itUses it
RightCapital (Right Capital)––Uses it
Advisor Lead Gen
SmartAsset––Uses it
Client Data Gathering
Asset-Map––Uses it
CRM
HubSpot–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Cfm Advisors Inc: American Trust Custody · 4thought Financial Group Inc.: Folio · Mathis Wealth Management: Axos Clearing, Schwab