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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 Henderson Brothers Financial Partners LLC (swap one in):+ Comprehensive Financial Planning, Inc. $434.1M · East Petersburg, PA+ Shearwater Capital $427.3M · Denver, CO+ Alden Investment Group $385.7M · Wayne, PA+ Psi Capital Management $384.8M · Lancaster, PA
Pittsburgh, PA
Canonsburg, PA
Granite Bay, CA
Assets under management$406.8M$433.5M$428M
Asset growth, last 2 years–+4%+21%
Advisory staff1942
Individual clients1,044199525
Assets per client$390K$2.2M$815K
Clients per advisor5550263
Main custodian–SchwabLPL Financial
Filing with the SEC since20242012 or earlier2023
Tools in their stack132
People on Advicer.bio1843

From each firm's latest Form ADV (Jun 2026, 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.

ToolHenderson Brothers Financial Partners LLCSantori & PetersAbound Financial
Custodial Platform
LPL Financial (ClientWorks)Uses it–Uses it
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses itUses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Henderson Brothers Financial Partners LLC: none listed · Santori & Peters: Schwab · Abound Financial: LPL Financial