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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 Gagnon Securities, LLC (swap one in):+ Enrich Financial Partners LLC $556.8M · Madison, WI+ Trinity Capital Management, LLC $556.8M · Santa Barbara, CA+ Saybrook Capital Corp $502.7M · Sag Harbor, NY+ Kahn Brothers Advisors LLC $498.6M · New York, NY
New York, NY
Williamsville, NY
Centerbrook, CT
Assets under management$529.7M$558.9M$556.3M
Asset growth, last 2 years+21%+36%+15%
Advisory staff1025
Individual clients1,058192115
Assets per client$501K$2.9M$4.8M
Clients per advisor1069623
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack12–
People on Advicer.bio1925

From each firm's latest Form ADV (Aug 2026, Feb 2026, Oct 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.

ToolGagnon Securities, LLCOgorek Wealth Management, LLCHt Partners LLC
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
Envestnet MoneyGuide–Uses it–

Custodians on Form ADV: Gagnon Securities, LLC: Fidelity · Ogorek Wealth Management, LLC: Schwab · Ht Partners LLC: Schwab