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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):+ Laffer Tengler Investments, Inc. $800.1M · Nashville, TN+ Creekmur Asset Management, LLC $800M · Morton, IL+ Minichmacgregor Wealth Management, LLC $722.9M · Saratoga Springs, NY+ Dopkins Wealth Management, LLC $717M · Williamsville, NY
New York, NY
Albany, NY
New York, NY
Assets under management$761.9M$804.3M$803.2M
Asset growth, last 2 years+67%+27%+92%
Advisory staff4107
Individual clients117369256
Assets per client$6.5M$2.2M$3.1M
Clients per advisor293737
Main custodianSchwabFidelitySchwab
Filing with the SEC since20132012 or earlier2012 or earlier
Tools in their stack132
People on Advicer.bio5310

From each firm's latest Form ADV (Mar 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 ManagementFrancis Financial
CRM
Envestnet TamaracUses it––
HubSpot––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Perennial: Schwab · Curran Wealth Management: Fidelity · Francis Financial: Schwab