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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):+ Fiduciary Global Advisors $51.2M+ Ben-David Financial Planning $51.2M+ Weaver Financial $46.3M · Mission, KS+ Integrity Advisory Partners LLC $46.1M · New York, NY
Pearl River, NY
Staten Island, NY
Eau Claire, WI
Assets under management$48.8M$51.6M$51.2M
Asset growth, last 2 years−56%+91%–
Advisory staff122
Individual clients17291239
Assets per client$283K$567K$214K
Clients per advisor17246120
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20222026
Tools in their stack122
People on Advicer.bio132

From each firm's latest Form ADV (Mar 2026, Aug 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 CompaniesPurevestKeystone Financial
Custodial Platform
LPL Financial (ClientWorks)Uses it––
Digital Marketing
Mailchimp–Uses it–
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Hudson Companies: Schwab · Purevest: Schwab · Keystone Financial: none listed