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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 Fairfield Financial Advisors (swap one in):+ V2 Financial Group, LLC $350.5M+ Sykon Capital LLC $350.1M · Harrison, NY+ The Mustico Financial Group, Inc. $316.5M · Elmira, NY+ Duet Advisory Services LLC $316.5M · Bingham Farms, MI
Wellesley, MA
Boston, MA
Chesterfield, MO
Assets under management$333.2M$352.1M$350.5M
Asset growth, last 2 years+10%+7%+31%
Advisory staff455
Individual clients13846396
Assets per client$2.4M$7.7M$885K
Clients per advisor35979
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since2012 or earlier20212013
Tools in their stack11–
People on Advicer.bio266

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

ToolFairfield Financial AdvisorsClarendon Private LLCBridgewater Asset Management LLC
CRM
HubSpot–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Fairfield Financial Advisors: Schwab · Clarendon Private LLC: Schwab · Bridgewater Asset Management LLC: LPL Financial, Schwab