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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 Minichmacgregor Wealth Management, LLC (swap one in):+ Compass Advisors $767.5M · Melville, NY+ Independent Family Office, LLC $760.1M · Albany, NY+ Smart Wealth, LLC $686.4M · Omaha, NE+ Landmark Wealth Management $679.7M · Getzville, NY
Saratoga Springs, NY
New York, NY
New York, NY
Assets under management$722.9M$761.9M$680.8M
Asset growth, last 2 years+44%+67%−23%
Advisory staff744
Individual clients90411750
Assets per client$800K$6.5M$13.6M
Clients per advisor1292913
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20132015
Tools in their stack412
People on Advicer.bio8510

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

ToolMinichmacgregor Wealth Management, LLCPerennialEagle Bay Family Office
CRM
Envestnet Tamarac–Uses it–
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it–Uses it
Performance Reporting
Addepar––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––

Custodians on Form ADV: Minichmacgregor Wealth Management, LLC: Schwab · Perennial: Schwab · Eagle Bay Family Office: Fidelity