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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 Elphinstone (swap one in):+ 2pifinancial Corp. $1.5M+ Von Kohorn Research & Advisory, Inc. $1.5M · Norwalk, CT+ Seneca Wealth Advisors, LLC $1.3M · Westport, CT+ Sporl & Company $1.3M
New York, NY
Bellingham, WA
Ponce, PR
Assets under management$1.4M$1.5M$1.3M
Asset growth, last 2 years+289%––
Advisory staff111
Individual clients57958
Assets per client$2K$300K$168K
Clients per advisor57958
Main custodian–––
Filing with the SEC since202020262026
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Apr 2026, Feb 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.