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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 Seaway Advisors (swap one in):+ Schmerge Executive Planning Services, Inc. $53.4M · Cincinnati, OH+ Dunvegan Associates Inc $53.4M · Santa Barbara, CA+ The Montgomery Financial Group, Inc. $48.3M · Orleans, MA+ Mark Muecke Capital Management, LLC $48.3M · San Antonio, TX
Fairport, NY
New City, NY
Assets under management$50.8M$53.5M$53.4M
Asset growth, last 2 years+19%––
Advisory staff214
Individual clients9217120
Assets per client$553K$3.1M$445K
Clients per advisor461730
Main custodianSchwabSchwab–
Filing with the SEC since201520242026
Tools in their stack––2
People on Advicer.bio–14

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.

ToolSeaway AdvisorsLt Advisors LLCBolt Wealth Management LLC
Email & Office Suites
Microsoft 365––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Seaway Advisors: Schwab · Lt Advisors LLC: Schwab · Bolt Wealth Management LLC: none listed