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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+ Lyonross Capital Management, LLC $880.5M · White Plains, NY+ Circle Advisers Inc $868.2M · New York, NY
New York, NY
New York, NY
Dallas, TX
Assets under management$933.3M$1B$886.1M
Asset growth, last 2 years+8%+505%+11%
Advisory staff559
Individual clients697937227
Assets per client$1.3M$1.1M$3.9M
Clients per advisor13918725
Main custodianSchwab–Fidelity
Filing with the SEC since2012 or earlier–2017
Tools in their stack––2
People on Advicer.bio1311

From each firm's latest Form ADV (Mar 2026, Jul 2026, Aug 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.

ToolEstabrook Capital Management LLCSeedsStrata Wealth Advisors, LLC
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Estabrook Capital Management LLC: Schwab, Wells Fargo · Seeds: Fidelity · Strata Wealth Advisors, LLC: Fidelity