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 Hudson Companies (swap one in):+ Ben-David Financial Planning $51.2M+ Keystone Financial $51.2M · Eau Claire, WI+ Weaver Financial $46.3M · Mission, KS+ Essex Capital Management $46.3M
Pearl River, NY
Staten Island, NY
New York, NY
Assets under management$48.8M$51.6M$46.1M
Asset growth, last 2 years−56%+91%+27%
Advisory staff122
Individual clients1729140
Assets per client$283K$567K$1.2M
Clients per advisor1724620
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20222023
Tools in their stack12–
People on Advicer.bio132

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 CompaniesPurevestIntegrity Advisory Partners LLC
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 · Integrity Advisory Partners LLC: Schwab