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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):+ Cohesion Wealth Management, LLC $171M · Broomfield, CO+ Wealth Engineering, LLC $171M · Scottsdale, AZ+ Elevage Partners, LLC $154.6M · Reno, NV+ Livian & Co. $152.9M · New York, NY
Garden City, NY
New York, NY
Garden City, NY
Assets under management$162.7M$172.2M$171.1M
Asset growth, last 2 years–+28%+237%
Advisory staff442
Individual clients528101
Assets per client$32.5M$6.1M$1.7M
Clients per advisor1751
Main custodian–PershingSchwab
Filing with the SEC since20242012 or earlier2022
Tools in their stack1––
People on Advicer.bio3–2

From each firm's latest Form ADV (Jul 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.

ToolFive Eleven PartnersSteinberg Asset Management, LLCHegarty Advisors, LLC
Website Builders
WebflowUses it––

Custodians on Form ADV: Five Eleven Partners: none listed · Steinberg Asset Management, LLC: Pershing · Hegarty Advisors, LLC: Schwab