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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 Curran Wealth Management (swap one in):+ Verde Capital Management, Inc. $845.8M · Clarkston, MI+ Lincoln Capital, LLC $844.8M · Lincoln, NE+ Jeppson Wealth Management, LLC $763.2M · Manhattan Beach, CA+ Independent Family Office, LLC $760.1M · Albany, NY
Albany, NY
Rochester, NY
New York, NY
Assets under management$804.3M$847.2M$761.9M
Asset growth, last 2 years+27%+40%+67%
Advisory staff1054
Individual clients369353117
Assets per client$2.2M$2.4M$6.5M
Clients per advisor377129
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack3–1
People on Advicer.bio365

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

ToolCurran Wealth ManagementSeneca Financial Advisors LLCPerennial
CRM
Envestnet Tamarac––Uses it
Portfolio Management
OrionUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Curran Wealth Management: Fidelity · Seneca Financial Advisors LLC: Schwab, Fidelity · Perennial: Schwab