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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 Francis Financial (swap one in):+ American Money Management, LLC $844M · Rancho Santa Fe, CA+ Perspective Wealth Partners, LLC $843.9M · Boise, ID+ Independent Family Office, LLC $760.1M · Albany, NY+ Rockline Wealth Management LLC $749.6M · Islip Terrace, NY
New York, NY
Rochester, NY
New York, NY
Assets under management$803.2M$847.2M$761.9M
Asset growth, last 2 years+92%+40%+67%
Advisory staff754
Individual clients256353117
Assets per client$3.1M$2.4M$6.5M
Clients per advisor377129
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack2–1
People on Advicer.bio1065

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 LLCPerennial
CRM
Envestnet Tamarac––Uses it
HubSpotUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Francis Financial: Schwab · Seneca Financial Advisors LLC: Schwab, Fidelity · Perennial: Schwab