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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 Conifer Investments LTD (swap one in):+ Amicus Financial Advisors, LLC $550.9M · Lubbock, TX+ Dedora Capital, Inc. $550.7M · Napa, CA+ William Madison Advisors, Inc. $497.7M · Abilene, TX+ The Milwealth Group, LLC $496.9M · Milwaukee, WI
West Hartford, CT
Centerbrook, CT
Kirkland, WA
Assets under management$524M$556.3M$497.5M
Asset growth, last 2 years+27%+15%–
Advisory staff352
Individual clients41115140
Assets per client$12.8M$4.8M$3.6M
Clients per advisor142370
Main custodian–SchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack––3
People on Advicer.bio152

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

ToolConifer Investments LTDHt Partners LLCSchmidt Financial Management
CRM
HubSpot––Uses it
Performance Reporting
Addepar––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Conifer Investments LTD: none listed · Ht Partners LLC: Schwab · Schmidt Financial Management: Pershing