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 Horizon Financial (swap one in):+ Hendricks Wealth and Estate Management $536.1M · Algonquin, IL+ 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
Great Neck, NY
Assets under management$510.2M$540.2M$543.4M
Asset growth, last 2 years+21%+31%+68%
Advisory staff985
Individual clients734557283
Assets per client$695K$970K$1.9M
Clients per advisor827057
Main custodianSchwabPershingPershing
Filing with the SEC since20192012 or earlier2019
Tools in their stack––3
People on Advicer.bio9135

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

ToolHorizon FinancialHerold Advisors, Inc.Palumbo Wealth Management LLC
CRM
Envestnet Tamarac––Uses it
Custodial Platform
NetX360 (Pershing)––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Horizon Financial: Schwab · Herold Advisors, Inc.: Pershing · Palumbo Wealth Management LLC: Pershing