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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 Grandfield & Dodd, LLC (swap one in):+ Magnus Financial Group LLC $2.33B · New York, NY+ Capita Financial Network, LLC $2.32B · Draper, UT+ Ameraudi Asset Management, Inc. $2.1B · New York, NY+ Tortoise Investment Management, LLC $2.07B · White Plains, NY
New York, NY
Buffalo, NY
Rochester, NY
Assets under management$2.21B$2.4B$2.44B
Asset growth, last 2 years+25%+13%+45%
Advisory staff91416
Individual clients7422,0441,351
Assets per client$3M$1.2M$1.8M
Clients per advisor8214684
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–22
People on Advicer.bio41311

From each firm's latest Form ADV (Mar 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.

ToolGrandfield & Dodd, LLCSandhill Investment ManagementHowe and Rusling, Inc.
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Grandfield & Dodd, LLC: Schwab · Sandhill Investment Management: Schwab, Pershing · Howe and Rusling, Inc.: Schwab, Fidelity