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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+ Schmidt Financial Management $497.5M · Kirkland, WA
West Hartford, CT
Centerbrook, CT
Frederick, MD
Assets under management$524M$556.3M$551.1M
Asset growth, last 2 years+27%+15%+41%
Advisory staff356
Individual clients41115816
Assets per client$12.8M$4.8M$675K
Clients per advisor1423136
Main custodian–SchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack––7
People on Advicer.bio158

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 LLCVeridian Capital Partners
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Client Data Gathering
Jotform––Uses it
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Video Meetings & Messaging
Zoom––Uses it

Custodians on Form ADV: Conifer Investments LTD: none listed · Ht Partners LLC: Schwab · Veridian Capital Partners: Fidelity, Schwab