Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Hanley Capital Management, LLC (swap one in):+ Plectrum Advisers LLC $72.5M+ Mdrn Wealth $72.5M · Venice, CA+ Julius Arthur Seibert & Company, LLC $65.5M · Cincinnati, OH+ Seasonal Strategy $65.5M
Clarks Green, PA
Tarrytown, NY
Assets under management$69M$72.5M$65.5M
Asset growth, last 2 years+64%–+77%
Advisory staff141
Individual clients1910239
Assets per client$3.6M$711K$1.7M
Clients per advisor192639
Main custodian––Schwab
Filing with the SEC since2012 or earlier20262023
Tools in their stack–––
People on Advicer.bio141

From each firm's latest Form ADV (Jul 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.

Custodians on Form ADV: Hanley Capital Management, LLC: none listed · Stone Securities Inc.: none listed · Stewardship Financial Planning: Schwab