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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 Five Eleven Partners (swap one in):+ Hegarty Advisors, LLC $171.1M · Garden City, NY+ Wealth Engineering, LLC $171M · Scottsdale, AZ+ Quish $154.2M · Boulder, CO+ Livian & Co. $152.9M · New York, NY
Garden City, NY
New York, NY
Reno, NV
Assets under management$162.7M$172.2M$154.6M
Asset growth, last 2 years–+28%+8%
Advisory staff445
Individual clients528365
Assets per client$32.5M$6.1M$423K
Clients per advisor1773
Main custodian–PershingAxos Clearing
Filing with the SEC since20242012 or earlier2018
Tools in their stack1–2
People on Advicer.bio3–5

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

ToolFive Eleven PartnersSteinberg Asset Management, LLCElevage Partners, LLC
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Five Eleven Partners: none listed · Steinberg Asset Management, LLC: Pershing · Elevage Partners, LLC: Axos Clearing