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 Peconic Asset Planning (swap one in):+ Parlin Advisors LLC $68.2M · Hague, NY+ Tax Advantage Advisors, Inc. $67.9M · Overland Park, KS+ Dorn & Co., Inc. $61.4M · Minnetonka, MN+ Anchor Capital Management, LLC $61.2M · Ithaca, NY
Riverhead, NY
Williamsville, NY
Assets under management$64.6M$68.4M$67.9M
Asset growth, last 2 years+59%+50%–
Advisory staff121
Individual clients20310965
Assets per client$318K$627K$1M
Clients per advisor2035565
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, Aug 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 AdvisorsMomentum Wealth Strategies
CRM
SS&C Black Diamond–Uses it–

Custodians on Form ADV: Peconic Asset Planning: Schwab · Shield Wealth Advisors: Schwab · Momentum Wealth Strategies: none listed