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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 Dopkins Wealth Management, LLC (swap one in):+ Compass Advisors $767.5M · Melville, NY+ Independent Family Office, LLC $760.1M · Albany, NY+ Lees Monsour Group $681.2M · Shreveport, LA+ Landmark Wealth Management $679.7M · Getzville, NY
Williamsville, NY
New York, NY
New York, NY
Assets under management$717M$761.9M$680.8M
Asset growth, last 2 years+16%+67%−23%
Advisory staff444
Individual clients28911750
Assets per client$2.5M$6.5M$13.6M
Clients per advisor722913
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20132015
Tools in their stack112
People on Advicer.bio7510

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

ToolDopkins Wealth Management, LLCPerennialEagle Bay Family Office
CRM
Envestnet Tamarac–Uses it–
HubSpotUses it––
Financial Planning
eMoney––Uses it
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Dopkins Wealth Management, LLC: Schwab · Perennial: Schwab · Eagle Bay Family Office: Fidelity