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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+ Creekmur Asset Management, LLC $800M · Morton, IL+ Wealthstar Advisors, LLC $723.6M · Plano, TX+ Dopkins Wealth Management, LLC $717M · Williamsville, NY
New York, NY
Albany, NY
Saratoga Springs, NY
Assets under management$761.9M$804.3M$722.9M
Asset growth, last 2 years+67%+27%+44%
Advisory staff4107
Individual clients117369904
Assets per client$6.5M$2.2M$800K
Clients per advisor2937129
Main custodianSchwabFidelitySchwab
Filing with the SEC since20132012 or earlier2012 or earlier
Tools in their stack134
People on Advicer.bio538

From each firm's latest Form ADV (Mar 2026, Oct 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 ManagementMinichmacgregor Wealth Management, LLC
CRM
Envestnet TamaracUses it––
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses itUses it
Website Builders
Webflow–Uses it–

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