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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+ Abound Financial $428M · Granite Bay, CA+ Alden Investment Group $385.7M · Wayne, PA+ Psi Capital Management $384.8M · Lancaster, PA
Pittsburgh, PA
Canonsburg, PA
Denver, CO
Assets under management$406.8M$433.5M$427.3M
Asset growth, last 2 years–+4%+39%
Advisory staff1944
Individual clients1,044199180
Assets per client$390K$2.2M$2.4M
Clients per advisor555045
Main custodian–SchwabSchwab
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack13–
People on Advicer.bio1844

From each firm's latest Form ADV (Jun 2026, Mar 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 & PetersShearwater Capital
Custodial Platform
Charles Schwab–Uses it–
LPL Financial (ClientWorks)Uses it––
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

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