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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 Fifr (swap one in):+ Brock Asset Management $71.5M+ Andrews Capital Management Inc $71.4M · Coronado, CA+ Harvard Avenue Investment Advisory $64.6M+ Narrow Path Financial Inc. $64.6M
Orland Park, IL
Riverhead, NY
Assets under management$68M$71.5M$64.6M
Asset growth, last 2 years––+59%
Advisory staff131
Individual clients21474203
Assets per client$318K$966K$318K
Clients per advisor21425203
Main custodianAltruist–Schwab
Filing with the SEC since202420262022
Tools in their stack–2–
People on Advicer.bio131

From each firm's latest Form ADV (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.

ToolFifrContour FinancialPeconic Asset Planning
Digital Marketing
Snappy Kraken–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Fifr: Altruist · Contour Financial: none listed · Peconic Asset Planning: Schwab