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 Francis Financial (swap one in):+ Lighthouse Wealth Strategies, LLC $844.4M · Gig Harbor, WA+ Perspective Wealth Partners, LLC $843.9M · Boise, ID+ Perennial $761.9M · New York, NY+ Independent Family Office, LLC $760.1M · Albany, NY
New York, NY
Rochester, NY
Rancho Santa Fe, CA
Assets under management$803.2M$847.2M$844M
Asset growth, last 2 years+92%+40%+28%
Advisory staff7511
Individual clients256353832
Assets per client$3.1M$2.4M$1M
Clients per advisor377176
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2––
People on Advicer.bio10611

From each firm's latest Form ADV (Mar 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.

ToolFrancis FinancialSeneca Financial Advisors LLCAmerican Money Management, LLC
CRM
HubSpotUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Francis Financial: Schwab · Seneca Financial Advisors LLC: Schwab, Fidelity · American Money Management, LLC: Schwab