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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 Grenda Group (swap one in):+ Key Focus Wealth LLC $36.4M · San Ramon, CA+ North Haven Financial LLC $36.4M+ Theory Planning Partners $32.9M+ Sage Tree Wealth $32.6M · Fairport, NY
Buffalo, NY
Buffalo, NY
Assets under management$34.7M$36.6M$32.9M
Asset growth, last 2 years+20%––
Advisory staff201
Individual clients17512089
Assets per client$198K$305K$370K
Clients per advisor88–89
Main custodian–––
Filing with the SEC since201420262026
Tools in their stack–––
People on Advicer.bio–11

From each firm's latest Form ADV (Nov 2021, 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.