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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+ Minichmacgregor Wealth Management, LLC $722.9M · Saratoga Springs, NY+ Dopkins Wealth Management, LLC $717M · Williamsville, NY
New York, NY
Albany, NY
Plano, TX
Assets under management$761.9M$804.3M$723.6M
Asset growth, last 2 years+67%+27%+8%
Advisory staff4108
Individual clients117369453
Assets per client$6.5M$2.2M$1.6M
Clients per advisor293757
Main custodianSchwabFidelityFidelity
Filing with the SEC since20132012 or earlier2014
Tools in their stack13–
People on Advicer.bio539

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 ManagementWealthstar Advisors, LLC
CRM
Envestnet TamaracUses 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 · Wealthstar Advisors, LLC: Fidelity