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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 Federmann Financial Advisors Inc. (swap one in):+ Lightedway Advisory Services, Inc. $115M · Harrison, NY+ Atwob $113.9M · Katonah, NY+ Peak Investment Advisors, Inc. $102.7M · Germantown, MD+ Iron Horse Capital, Inc. $102.6M
Rocky Point, NY
Rochester, NY
Richmond, VA
Assets under management$108.2M$114.5M$102.6M
Asset growth, last 2 years+75%+34%–
Advisory staff342
Individual clients58362166
Assets per client$1.9M$316K$618K
Clients per advisor199183
Main custodianFidelitySchwab–
Filing with the SEC since2012 or earlier2012 or earlier2026
Tools in their stack––2
People on Advicer.bio312

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

ToolFedermann Financial Advisors Inc.Engleson & AssociatesClearview Financial
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Federmann Financial Advisors Inc.: Fidelity, Schwab · Engleson & Associates: Schwab · Clearview Financial: none listed