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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 Santori & Peters (swap one in):+ Cove Private Wealth, LLC $455.5M · Oyster Bay, NY+ Flourish Wealth Management Inc. $455.2M · Edina, MN+ Grandview Asset Management LLC $411.7M · Harrisburg, PA+ Mb, Levis & Associates,LLC $411.6M · Center Valley, PA
Canonsburg, PA
New York, NY
Lynnwood, WA
Assets under management$433.5M$455.4M$455.5M
Asset growth, last 2 years+4%+25%+33%
Advisory staff416
Individual clients199109388
Assets per client$2.2M$4.2M$1.2M
Clients per advisor5010965
Main custodianSchwabPershingSchwab
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack3–1
People on Advicer.bio416

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

ToolSantori & PetersSicart Associates, LLCChaney Capital Management Inc.
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Santori & Peters: Schwab · Sicart Associates, LLC: Pershing · Chaney Capital Management Inc.: Schwab