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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 Durkin Investment Group, LLC. (swap one in):+ Volkman Wealth Management, LLC $72.5M+ Stone Securities Inc. $72.5M · Clarks Green, PA+ Crionna Wealth LLC $65.6M · Avon, CT+ Julius Arthur Seibert & Company, LLC $65.5M · Cincinnati, OH
Tarrytown, NY
Assets under management$69.1M$72.5M$65.5M
Asset growth, last 2 years––+77%
Advisory staff121
Individual clients647539
Assets per client$1.1M$967K$1.7M
Clients per advisor643839
Main custodian––Schwab
Filing with the SEC since202620262023
Tools in their stack–1–
People on Advicer.bio121

From each firm's latest Form ADV (Mar 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.

ToolDurkin Investment Group, LLC.Plectrum Advisers LLCStewardship Financial Planning
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Durkin Investment Group, LLC.: none listed · Plectrum Advisers LLC: none listed · Stewardship Financial Planning: Schwab