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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):+ Abound Financial $428M · Granite Bay, CA+ Shearwater Capital $427.3M · Denver, CO+ Alden Investment Group $385.7M · Wayne, PA+ Psi Capital Management $384.8M · Lancaster, PA
Pittsburgh, PA
Canonsburg, PA
Bellingham, WA
Assets under management$406.8M$433.5M$386.5M
Asset growth, last 2 years–+4%+65%
Advisory staff1945
Individual clients1,044199365
Assets per client$390K$2.2M$1.1M
Clients per advisor555073
Main custodian–SchwabSchwab
Filing with the SEC since20242012 or earlier2015
Tools in their stack132
People on Advicer.bio1847

From each firm's latest Form ADV (Jun 2026, Mar 2026, Jan 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 & PetersSkyline Advisors, Inc.
Custodial Platform
Charles Schwab–Uses it–
LPL Financial (ClientWorks)Uses it––
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses itUses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Henderson Brothers Financial Partners LLC: none listed · Santori & Peters: Schwab · Skyline Advisors, Inc.: Schwab