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 Retirable (swap one in):+ First Oak Wealth Management, LLC $316.2M · Raleigh, NC+ Tenon Financial $316M · Metuchen, NJ+ Financial Forum, Inc. $285.8M · Spokane, WA+ Omnistar Financial Group, Inc. $285.7M · Wilmington, NC
New York, NY
Elmira, NY
Ithaca, NY
Assets under management$301M$316.5M$285.4M
Asset growth, last 2 years+398%+46%+55%
Advisory staff1244
Individual clients2,210460564
Assets per client$136K$688K$506K
Clients per advisor184115141
Main custodianAltruistSchwabSchwab
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack1–3
People on Advicer.bio1144

From each firm's latest Form ADV (Oct 2026, Jan 2026, Apr 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.

ToolRetirableThe Mustico Financial Group, Inc.Fingerlakes Wealth Management, Inc.
Client File Sharing
Box––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Retirable: Altruist · The Mustico Financial Group, Inc.: Schwab, Fidelity · Fingerlakes Wealth Management, Inc.: Schwab, TIAA-Cref Individual & Institutional Services, LLC