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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 Clarity Advisors (swap one in):+ Rakatansky Financial LLC $9M · Subudry, MA+ Sound Financial Management, LLC $8.9M+ Retegy LLC $8.1M+ My-Financial-Advocate $8.1M · Indianapolis, IN
Buffalo, NY
New York, NY
New York, NY
Assets under management$8.5M$9M$8.1M
Asset growth, last 2 years––−78%
Advisory staff1213
Individual clients8151,045
Assets per client$105K$1.8M$8K
Clients per advisor81380
Main custodian–––
Filing with the SEC since202620262022
Tools in their stack14––
People on Advicer.bio1213

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

ToolClarity AdvisorsNext Gen Advisors, LLCMasterworks Advisers, LLC
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Financial Planning
HazelUses it––
RightCapital (Right Capital)Uses it––
Tax Planning
HolistiplanUses it––
WorthyUses it––
Business Valuation
MausUses it––
Client Portal
WavvestUses it––
Client Texting
CurrentClientUses it––
CRM
Slant (Slant CRM)Uses it––
Estate Planning
VanillaUses it––
Health Insurance Planning
WaterlilyUses it––
Retirement Planning
Income LabUses it––
Video Meetings & Messaging
ZoomUses it––