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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 Perennial (swap one in):+ Francis Financial $803.2M · New York, NY+ Laffer Tengler Investments, Inc. $800.1M · Nashville, TN+ Minichmacgregor Wealth Management, LLC $722.9M · Saratoga Springs, NY+ Dopkins Wealth Management, LLC $717M · Williamsville, NY
New York, NY
Albany, NY
Morton, IL
Assets under management$761.9M$804.3M$800M
Asset growth, last 2 years+67%+27%+95%
Advisory staff41015
Individual clients1173691,897
Assets per client$6.5M$2.2M$422K
Clients per advisor2937126
Main custodianSchwabFidelitySchwab
Filing with the SEC since20132012 or earlier2019
Tools in their stack136
People on Advicer.bio5323

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

ToolPerennialCurran Wealth ManagementCreekmur Asset Management, LLC
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Client Data Gathering
Jotform––Uses it
CRM
Envestnet TamaracUses it––
Portfolio Management
Orion–Uses itUses it
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Website Builders
Webflow–Uses itUses it

Custodians on Form ADV: Perennial: Schwab · Curran Wealth Management: Fidelity · Creekmur Asset Management, LLC: Schwab, Fidelity