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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 Peconic Asset Planning (swap one in):+ Parlin Advisors LLC $68.2M · Hague, NY+ Tax Advantage Advisors, Inc. $67.9M · Overland Park, KS+ Hamilton-Bates Investment Research, Inc. $61.4M+ Anchor Capital Management, LLC $61.2M · Ithaca, NY
Riverhead, NY
Williamsville, NY
Minnetonka, MN
Assets under management$64.6M$68.4M$61.4M
Asset growth, last 2 years+59%+50%–
Advisory staff121
Individual clients20310962
Assets per client$318K$627K$990K
Clients per advisor2035562
Main custodianSchwabSchwab–
Filing with the SEC since202220202026
Tools in their stack–1–
People on Advicer.bio131

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

ToolPeconic Asset PlanningShield Wealth AdvisorsDorn & Co., Inc.
CRM
SS&C Black Diamond–Uses it–

Custodians on Form ADV: Peconic Asset Planning: Schwab · Shield Wealth Advisors: Schwab · Dorn & Co., Inc.: none listed