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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 Independent Family Office, LLC (swap one in):+ Francis Financial $803.2M · New York, NY+ Carolina Wealth Management, Inc. $798.5M · Greenville, NC+ Dopkins Wealth Management, LLC $717M · Williamsville, NY+ Northcape Wealth Management $706.1M · Williamsville, NY
Albany, NY
Albany, NY
Boynton Beach, FL
Assets under management$760.1M$804.3M$720.8M
Asset growth, last 2 years+37%+27%+38%
Advisory staff3104
Individual clients43369818
Assets per client$17.7M$2.2M$881K
Clients per advisor1437205
Main custodianFidelityFidelityPershing
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–32
People on Advicer.bio334

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

ToolIndependent Family Office, LLCCurran Wealth ManagementMateretsky Financial Group
Website Builders
Webflow–Uses it–
Wix––Uses it
Custodial Platform
NetX360 (Pershing)––Uses it
Portfolio Management
Orion–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–

Custodians on Form ADV: Independent Family Office, LLC: Fidelity · Curran Wealth Management: Fidelity · Materetsky Financial Group: Pershing