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 Financial Forum, Inc. (swap one in):+ Breakwater Investment Management $302.7M · Seattle, WA+ Cloud Capital Management $300.2M · Seattle, WA+ Round Hill Asset Management Inc $271.3M · Pasadena, CA+ Hutner Capital Management Inc. $271.2M · Manchester, VT
Spokane, WA
Tacoma, WA
Englewood, CO
Assets under management$285.8M$301.3M$271.3M
Asset growth, last 2 years+32%+23%+79%
Advisory staff432
Individual clients572227330
Assets per client$500K$1.3M$822K
Clients per advisor14376165
Main custodianSchwabSchwab–
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack23–
People on Advicer.bio4312

From each firm's latest Form ADV (Aug 2026, Jul 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

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.

ToolFinancial Forum, Inc.Seneschal Family OfficeParsonex Advisory Services, Inc.
Website Builders
SquarespaceUses it––
Webflow–Uses it–
Client File Sharing
ShareFileUses it––
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Financial Forum, Inc.: Schwab · Seneschal Family Office: Schwab · Parsonex Advisory Services, Inc.: none listed