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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 Kane Financial (swap one in):+ Constellation Asset Management, Inc. $79.3M · Fayetteville, NY+ Pathway Partners Wealth Advisors, LLC $78.9M · Amherst, NY+ Madison Global Advisors LLC $71.4M · Hauppauge, NY+ Main Street Financial $71.1M · Purchase, NY
Waterville, NY
Pittsford, NY
Latham, NY
Assets under management$75.2M$79.1M$71.1M
Asset growth, last 2 years+69%+12%–
Advisory staff232
Individual clients29658115
Assets per client$254K$1.4M$618K
Clients per advisor1481958
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120222024
Tools in their stack11–
People on Advicer.bio232

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

ToolKane FinancialQueenbridge Capital, LLCMonthie Wealth Advisors
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Kane Financial: Schwab · Queenbridge Capital, LLC: Schwab · Monthie Wealth Advisors: Schwab