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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 Merit Financial Partners LLC (swap one in):+ Hudson Capital Advisory, Inc. $327.7M · Buffalo, NY+ Kennicott Capital Management LLC $323.9M+ Hemming& Wealth Management, Inc. $292.6M · Traverse City, MI+ Leigh Baldwin & Co., LLC $290.6M · Cazenovia, NY
Maspeth, NY
New York, NY
New York, NY
Assets under management$308.2M$327.7M$326.1M
Asset growth, last 2 years+54%+8%+65%
Advisory staff542
Individual clients193136158
Assets per client$1.6M$2.4M$2.1M
Clients per advisor393479
Main custodianSchwabFidelitySchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio553

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

ToolMerit Financial Partners LLCFinancial Decisions, LLCHurley Capital, LLC
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Merit Financial Partners LLC: Schwab · Financial Decisions, LLC: Fidelity, Schwab · Hurley Capital, LLC: Schwab, Fidelity