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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 Fagan Associates Inc (swap one in):+ The Northstar Group, Inc. $1.01B · New York, NY+ Passive Capital Management, LLC $996.9M · Syracuse, NY+ Autopilot $892.4M · New York, NY+ Lyonross Capital Management, LLC $880.5M · White Plains, NY
Troy, NY
New York, NY
Santa Clarita, CA
Assets under management$940.7M$1B$893.6M
Asset growth, last 2 years+39%+505%+33%
Advisory staff3510
Individual clients1,763937380
Assets per client$534K$1.1M$2.4M
Clients per advisor58818738
Main custodianSchwab–Fidelity
Filing with the SEC since2012 or earlier–2020
Tools in their stack2––
People on Advicer.bio3313

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

ToolFagan Associates IncSeedsVance Wealth
Custodial Platform
Charles SchwabUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Fagan Associates Inc: Schwab · Seeds: Fidelity · Vance Wealth: Fidelity