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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 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+ Circle Advisers Inc $868.2M · New York, NY
New York, NY
New York, NY
White Plains, NY
Assets under management$933.3M$1B$880.5M
Asset growth, last 2 years+8%+505%+89%
Advisory staff555
Individual clients697937–
Assets per client$1.3M$1.1M–
Clients per advisor139187–
Main custodianSchwab–RBC
Filing with the SEC since2012 or earlier–2012 or earlier
Tools in their stack–––
People on Advicer.bio13–

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

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

Custodians on Form ADV: Estabrook Capital Management LLC: Schwab, Wells Fargo · Seeds: Fidelity · Lyonross Capital Management, LLC: RBC