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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 Horizon Financial (swap one in):+ Palumbo Wealth Management LLC $543.4M · Great Neck, NY+ Litvak Wealth, LLC $536.1M · Norwalk, CT+ Johnson & White Wealth Management LLC $484.6M · York, PA+ Graney& King, LLC $484.4M · Latham, NY
West Henrietta, NY
New York, NY
Algonquin, IL
Assets under management$510.2M$540.2M$536.1M
Asset growth, last 2 years+21%+31%+52%
Advisory staff986
Individual clients734557913
Assets per client$695K$970K$587K
Clients per advisor8270152
Main custodianSchwabPershingSchwab
Filing with the SEC since20192012 or earlier2017
Tools in their stack–––
People on Advicer.bio9136

From each firm's latest Form ADV (Aug 2026, Sep 2026, Jun 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: Horizon Financial: Schwab · Herold Advisors, Inc.: Pershing · Hendricks Wealth and Estate Management: Schwab