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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 Safe Harbor Asset Management, Inc. (swap one in):+ Keith Mcbride Financial Services Inc. $28.2M+ Aerie Capital Management $28.2M+ Aria Corporation $25.5M+ Trendscast Financial LLC $25.4M · Eighty Four, PA
Huntington, NY
Brooklyn, NY
Assets under management$26.8M$28.2M$28.2M
Asset growth, last 2 years−22%––
Advisory staff211
Individual clients2511935
Assets per client$1.1M$237K$805K
Clients per advisor1311935
Main custodianSchwab––
Filing with the SEC since201420262026
Tools in their stack2–2
People on Advicer.bio311

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

ToolSafe Harbor Asset Management, Inc.Universe, Inc.Svane Capital, LLC
CRM
HubSpotUses it––
SS&C Black DiamondUses it––
Portfolio Management
Blueleaf––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Safe Harbor Asset Management, Inc.: Schwab · Universe, Inc.: none listed · Svane Capital, LLC: none listed