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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 Hudson Companies (swap one in):+ Ben-David Financial Planning $51.2M+ Keystone Financial $51.2M · Eau Claire, WI+ Weaver Financial $46.3M · Mission, KS+ Integrity Advisory Partners LLC $46.1M · New York, NY
Pearl River, NY
Staten Island, NY
Assets under management$48.8M$51.6M$46.3M
Asset growth, last 2 years−56%+91%–
Advisory staff121
Individual clients1729150
Assets per client$283K$567K$926K
Clients per advisor1724650
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20222026
Tools in their stack12–
People on Advicer.bio131

From each firm's latest Form ADV (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.

ToolHudson CompaniesPurevestEssex Capital Management
Custodial Platform
LPL Financial (ClientWorks)Uses it––
Digital Marketing
Mailchimp–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Hudson Companies: Schwab · Purevest: Schwab · Essex Capital Management: none listed