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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):+ Ashdon Investment Management, LLC $425.1M · Tullahoma, TN+ Lifemark Securities Corp. $424.9M · Rochester, NY+ Ketron Financial LLC $384M · Novato, CA+ Wealth Benefit Advisors, LLC $380.9M · Houston, TX
San Antonio, TX
Dallas, TX
Delmont, PA
Assets under management$404.4M$425.7M$424.8M
Asset growth, last 2 years–+161%+12%
Advisory staff674
Individual clients247427116
Assets per client$1.6M$997K$3.7M
Clients per advisor416129
Main custodianFidelitySchwab–
Filing with the SEC since202420182012 or earlier
Tools in their stack311
People on Advicer.bio774

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

ToolS Harris Financial Group, LLCMurphy & SylvestMacdougall Financial Counseling
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses itUses it–
Planning Light
Advyzon––Uses it
Video Meetings & Messaging
ZoomUses it––

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