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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 S Harris Financial Group, LLC (swap one in):+ Lifemark Securities Corp. $424.9M · Rochester, NY+ Macdougall Financial Counseling $424.8M · Delmont, PA+ Longview Financial Advisors, LLC $383.9M+ Wealth Benefit Advisors, LLC $380.9M · Houston, TX
San Antonio, TX
Dallas, TX
Novato, CA
Assets under management$404.4M$425.7M$384M
Asset growth, last 2 years–+161%–
Advisory staff673
Individual clients247427252
Assets per client$1.6M$997K$1.5M
Clients per advisor416184
Main custodianFidelitySchwab–
Filing with the SEC since202420182024
Tools in their stack31–
People on Advicer.bio772

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

ToolS Harris Financial Group, LLCMurphy & SylvestKetron Financial LLC
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses itUses it–
Video Meetings & Messaging
ZoomUses it––

Custodians on Form ADV: S Harris Financial Group, LLC: Fidelity · Murphy & Sylvest: Schwab · Ketron Financial LLC: none listed