Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Estabrook Capital Management LLC (swap one in):+ Passive Capital Management, LLC $996.9M · Syracuse, NY+ Altiora Financial Group, LLC $981.7M+ Strata Wealth Advisors, LLC $886.1M · Dallas, TX+ Lyonross Capital Management, LLC $880.5M · White Plains, NY
New York, NY
New York, NY
New York, NY
Assets under management$933.3M$1B$868.2M
Asset growth, last 2 years+8%+505%+29%
Advisory staff557
Individual clients697937348
Assets per client$1.3M$1.1M$2.5M
Clients per advisor13918750
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier–2012 or earlier
Tools in their stack––3
People on Advicer.bio137

From each firm's latest Form ADV (Mar 2026, Jul 2026, Dec 2025). 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.

ToolEstabrook Capital Management LLCSeedsCircle Advisers Inc
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Estabrook Capital Management LLC: Schwab, Wells Fargo · Seeds: Fidelity · Circle Advisers Inc: Schwab, Fidelity