Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Fifr (swap one in):+ Brock Asset Management $71.5M+ Andrews Capital Management Inc $71.4M · Coronado, CA+ Narrow Path Financial Inc. $64.6M+ Peconic Asset Planning $64.6M · Riverhead, NY
Orland Park, IL
Assets under management$68M$71.5M$64.6M
Asset growth, last 2 years–––
Advisory staff133
Individual clients21474131
Assets per client$318K$966K$493K
Clients per advisor2142544
Main custodianAltruist––
Filing with the SEC since202420262026
Tools in their stack–22
People on Advicer.bio133

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

ToolFifrContour FinancialHarvard Avenue Investment Advisory
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Planning Light
Advyzon–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Fifr: Altruist · Contour Financial: none listed · Harvard Avenue Investment Advisory: none listed