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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):+ Mathis Wealth Management $212.8M · Phoenix, AZ+ 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
Halfmoon, NY
Assets under management$202.7M$214.3M$213M
Asset growth, last 2 years−88%+46%+1%
Advisory staff558
Individual clients199297450
Assets per client$1M$722K$473K
Clients per advisor405956
Main custodianAmerican Trust CustodyFolioPershing
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack–32
People on Advicer.bio557

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

ToolCfm Advisors Inc4thought Financial Group Inc.Simmons Capital Group
CRM
HubSpot–Uses it–
SS&C Black Diamond––Uses it
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Cfm Advisors Inc: American Trust Custody · 4thought Financial Group Inc.: Folio · Simmons Capital Group: Pershing