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 Madison Global Advisors LLC (swap one in):+ Centered Financial $75M · Carlsbad, CA+ Culbreth Wealth Management $75M · Dacula, GA+ Alpha Capital LLC $67.8M · Lubbock, TX+ Keystone Advisory Group $67.8M · Hollister, CA
Hauppauge, NY
Waterville, NY
Pittsford, NY
Assets under management$71.4M$75.2M$67.4M
Asset growth, last 2 years+29%+69%+0%
Advisory staff821
Individual clients229296147
Assets per client$312K$254K$459K
Clients per advisor29148147
Main custodian–SchwabSchwab
Filing with the SEC since202220212012 or earlier
Tools in their stack–1–
People on Advicer.bio821

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.

ToolMadison Global Advisors LLCKane FinancialOccam Capital Management, LLC
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Madison Global Advisors LLC: none listed · Kane Financial: Schwab · Occam Capital Management, LLC: Schwab