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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):+ Chaney Capital Management Inc. $455.5M · Lynnwood, WA+ Cove Private Wealth, LLC $455.5M · Oyster Bay, NY+ Grandview Asset Management LLC $411.7M · Harrisburg, PA+ Mb, Levis & Associates,LLC $411.6M · Center Valley, PA
Canonsburg, PA
New York, NY
Edina, MN
Assets under management$433.5M$455.4M$455.2M
Asset growth, last 2 years+4%+25%+39%
Advisory staff415
Individual clients199109157
Assets per client$2.2M$4.2M$2.9M
Clients per advisor5010931
Main custodianSchwabPershingSchwab
Filing with the SEC since2012 or earlier20162018
Tools in their stack3–3
People on Advicer.bio414

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

ToolSantori & PetersSicart Associates, LLCFlourish Wealth Management Inc.
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it–Uses it
Schedule Apps
Calendly––Uses it

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