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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 Leeward Financial Partners, LLC (swap one in):+ Congress Park Capital LLC $422.3M · Saratoga Springs, NY+ Adirondack Capital Advisors, LLC $422.3M · Syracuse, NY+ Landing Point Financial Group $381.3M · Avon, OH+ Rf&L Wealth Management, LLC $381.1M · Acton, MA
Yardley, PA
Cumming, GA
Assets under management$401.5M$422.1M$421.7M
Asset growth, last 2 years+49%+28%+75%
Advisory staff354
Individual clients241340820
Assets per client$1.7M$1.2M$514K
Clients per advisor8068205
Main custodianSchwab–Schwab
Filing with the SEC since201720172019
Tools in their stack114
People on Advicer.bio364

From each firm's latest Form ADV (Sep 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.

ToolLeeward Financial Partners, LLCThe Estate Planners GroupTrufp
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon–Uses itUses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Leeward Financial Partners, LLC: Schwab · The Estate Planners Group: none listed · Trufp: Schwab