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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 Farmand Investment Services, Inc. (swap one in):+ Lotus Investment Advisors $30M · Rye, NY+ Snug Harbor Capital Management, LLC $30M+ Drivenwealth, LLC $27.1M · East Lansing, MI+ Banyan Asset Management, Inc. $27M · Naples, FL
Jacksonville, FL
Sarasota, FL
Mapleton, UT
Assets under management$28.5M$30M$30M
Asset growth, last 2 years–+20%–
Advisory staff221
Individual clients224687
Assets per client$1.3M$652K$345K
Clients per advisor112387
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack––3
People on Advicer.bio211

From each firm's latest Form ADV (Mar 2026, Sep 2026, Jun 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

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.

ToolFarmand Investment Services, Inc.Couture Financial Inc.Summit Ridge Advisors
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it