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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):+ Bridgewater Asset Management LLC $350.5M · Chesterfield, MO+ V2 Financial Group, LLC $350.5M+ The Mustico Financial Group, Inc. $316.5M · Elmira, NY+ Duet Advisory Services LLC $316.5M · Bingham Farms, MI
Wellesley, MA
Boston, MA
Harrison, NY
Assets under management$333.2M$352.1M$350.1M
Asset growth, last 2 years+10%+7%+20%
Advisory staff456
Individual clients13846647
Assets per client$2.4M$7.7M$541K
Clients per advisor359108
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20212023
Tools in their stack113
People on Advicer.bio265

From each firm's latest Form ADV (Mar 2026, Oct 2026, Sep 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 LLCSykon Capital LLC
Client File Sharing
Egnyte––Uses it
CRM
HubSpot–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Fairfield Financial Advisors: Schwab · Clarendon Private LLC: Schwab · Sykon Capital LLC: Schwab