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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 Frisch Financial Group, Inc. (swap one in):+ Passive Capital Management, LLC $996.9M · Syracuse, NY+ Wealth Alliance Advisory Group, LLC $978.6M · Wichita, KS+ Lyonross Capital Management, LLC $880.5M · White Plains, NY+ Circle Advisers Inc $868.2M · New York, NY
Melville, NY
New York, NY
Assets under management$931.6M$1B$981.7M
Asset growth, last 2 years+29%+505%+29%
Advisory staff751
Individual clients601937134
Assets per client$1.6M$1.1M$7.3M
Clients per advisor86187134
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier–2018
Tools in their stack1–1
People on Advicer.bio631

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

ToolFrisch Financial Group, Inc.SeedsAltiora Financial Group, LLC
CRM
Envestnet Tamarac––Uses it
Schedule Apps
GRemindersUses it––

Custodians on Form ADV: Frisch Financial Group, Inc.: Schwab · Seeds: Fidelity · Altiora Financial Group, LLC: Schwab, Fidelity