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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 Eks Associates (swap one in):+ Phillips Wealth Planners LLC $340.8M · Starkville, MS+ Scholtz & Company, LLC $340.5M · Stamford, CT+ Kotys Wealth Professionals $308M · Valparaiso, IN+ Kevin M. Gibney and Company, LLC $306.9M · Iselin, NJ
Princeton, NJ
Albany, NY
Assets under management$324.3M$340.6M$307.8M
Asset growth, last 2 years+16%+24%+14%
Advisory staff314
Individual clients48320436
Assets per client$6.8M$1.1M$706K
Clients per advisor16320109
Main custodianSchwab–Pershing
Filing with the SEC since20132012 or earlier2012 or earlier
Tools in their stack21–
People on Advicer.bio314

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

ToolEks AssociatesRochester Financial ServicesAllsquare Wealth Management, LLC
Client File Sharing
Dropbox–Uses it–
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Eks Associates: Schwab · Rochester Financial Services: none listed · Allsquare Wealth Management, LLC: Pershing